Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-18,045
Closed -$2.04M 350
2022
Q2
$2.04M Buy
+18,045
New +$2.04M 0.5% 64
2020
Q3
Sell
-15,532
Closed -$519K 357
2020
Q2
$519K Sell
15,532
-15,840
-50% -$529K 0.11% 246
2020
Q1
$1.03M Buy
31,372
+1,242
+4% +$40.6K 0.32% 144
2019
Q4
$1.01M Buy
+30,130
New +$1.01M 0.22% 200