Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-29,126
Closed -$1.68M 355
2021
Q4
$1.68M Sell
29,126
-472
-2% -$27.1K 0.27% 165
2021
Q3
$1.43M Sell
29,598
-18,560
-39% -$895K 0.24% 213
2021
Q2
$2.23M Buy
+48,158
New +$2.23M 0.34% 100
2016
Q3
Sell
-122,194
Closed -$3.04M 345
2016
Q2
$3.04M Buy
+122,194
New +$3.04M 0.46% 59