Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$1.17M Hold
14,125
0.99% 31
2022
Q2
$1.44M Sell
14,125
-235
-2% -$24K 1.14% 26
2022
Q1
$1.93M Sell
14,360
-530
-4% -$71.3K 1.25% 24
2021
Q4
$2.48M Sell
14,890
-675
-4% -$113K 1.5% 18
2021
Q3
$2.26M Buy
15,565
+330
+2% +$47.9K 1.44% 17
2021
Q2
$2.35M Buy
+15,235
New +$2.35M 1.49% 17