Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$322K Buy
4,116
+807
+24% +$63.1K 0.02% 310
2022
Q2
$295K Buy
3,309
+1,021
+45% +$91K 0.01% 314
2022
Q1
$274K Sell
2,288
-1,252
-35% -$150K 0.01% 327
2021
Q4
$584K Buy
3,540
+1,338
+61% +$221K 0.03% 262
2021
Q3
$328K Buy
2,202
+813
+59% +$121K 0.02% 304
2021
Q2
$219K Buy
+1,389
New +$219K 0.01% 342