Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-24,248
Closed -$1.22M 95
2021
Q4
$1.22M Sell
24,248
-849
-3% -$42.7K 0.55% 41
2021
Q3
$1.29M Buy
25,097
+2,097
+9% +$108K 0.61% 40
2021
Q2
$1.31M Sell
23,000
-3,302
-13% -$188K 0.69% 44
2021
Q1
$1.42M Sell
26,302
-1,510
-5% -$81.7K 0.83% 34
2020
Q4
$1.43M Sell
27,812
-2,426
-8% -$125K 0.85% 37
2020
Q3
$1.34M Buy
30,238
+584
+2% +$25.9K 0.84% 40
2020
Q2
$1.28M Buy
29,654
+5,189
+21% +$224K 0.88% 39
2020
Q1
$841K Buy
24,465
+309
+1% +$10.6K 0.82% 39
2019
Q4
$1.09M Buy
+24,156
New +$1.09M 0.96% 35