Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-7,672
Closed -$851K 248
2022
Q1
$851K Sell
7,672
-438
-5% -$48.6K 0.1% 108
2021
Q4
$1.14M Buy
8,110
+545
+7% +$76.3K 0.12% 97
2021
Q3
$1.02M Sell
7,565
-196
-3% -$26.5K 0.11% 105
2021
Q2
$1.09M Buy
7,761
+216
+3% +$30.3K 0.12% 109
2021
Q1
$926K Sell
7,545
-467
-6% -$57.3K 0.11% 111
2020
Q4
$1.05M Sell
8,012
-572
-7% -$74.6K 0.13% 97
2020
Q3
$1.34M Buy
8,584
+1,480
+21% +$231K 0.2% 89
2020
Q2
$995K Buy
+7,104
New +$995K 0.16% 93
2016
Q1
Sell
-10
Closed -$1K 690
2015
Q4
$1K Buy
+10
New +$1K ﹤0.01% 715