Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-4,842
Closed -$1.28M 84
2022
Q3
$1.28M Sell
4,842
-885
-15% -$235K 1.32% 13
2022
Q2
$1.29M Sell
5,727
-630
-10% -$141K 1.29% 14
2022
Q1
$2.28M Buy
6,357
+3,846
+153% +$1.38M 0.79% 13
2021
Q4
$885K Sell
2,511
-321
-11% -$113K 0.68% 21
2021
Q3
$732K Sell
2,832
-165
-6% -$42.6K 0.74% 26
2021
Q2
$679K Sell
2,997
-48
-2% -$10.9K 0.49% 25
2021
Q1
$678K Buy
+3,045
New +$678K 0.42% 26
2017
Q3
Sell
-795
Closed -$19K 63
2017
Q2
$19K Buy
+795
New +$19K 0.01% 49