Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-12,531
Closed -$5.2M 46
2021
Q4
$5.2M Buy
12,531
+153
+1% +$63.5K 0.33% 28
2021
Q3
$6.14M Hold
12,378
0.41% 34
2021
Q2
$4.5M Buy
+12,378
New +$4.5M 0.29% 35
2020
Q4
Sell
-47,512
Closed -$14.8M 45
2020
Q3
$14.8M Buy
+47,512
New +$14.8M 1.38% 27