Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,127
Closed -$955K 882
2022
Q1
$955K Sell
4,127
-1,500
-27% -$347K 0.03% 366
2021
Q4
$1.46M Buy
5,627
+1,900
+51% +$491K 0.05% 266
2021
Q3
$817K Buy
+3,727
New +$817K 0.03% 371
2020
Q4
Hold
0
620
2020
Q3
Hold
0
554
2020
Q2
Hold
0
449