Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-6,113
Closed -$1.05M 224
2022
Q2
$1.05M Sell
6,113
-1,037
-15% -$179K 0.46% 57
2022
Q1
$1.35M Sell
7,150
-1,741
-20% -$328K 0.48% 58
2021
Q4
$2.17M Buy
8,891
+2,095
+31% +$511K 0.64% 39
2021
Q3
$1.32M Buy
6,796
+1,020
+18% +$198K 0.51% 50
2021
Q2
$1.08M Buy
+5,776
New +$1.08M 0.61% 59