Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-24,660
Closed -$2.24M 591
2022
Q2
$2.24M Buy
24,660
+8,656
+54% +$785K 0.18% 182
2022
Q1
$1.78M Buy
+16,004
New +$1.78M 0.14% 239
2021
Q1
Sell
-27,630
Closed -$3.6M 439
2020
Q4
$3.6M Buy
+27,630
New +$3.6M 0.18% 160