Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-41,293
Closed -$1.24M 115
2022
Q3
$1.24M Sell
41,293
-18,559
-31% -$556K 0.19% 80
2022
Q2
$1.8M Hold
59,852
0.3% 76
2022
Q1
$1.96M Sell
59,852
-329
-0.5% -$10.8K 0.21% 87
2021
Q4
$2.01M Buy
60,181
+3,181
+6% +$106K 0.18% 101
2021
Q3
$1.96M Hold
57,000
0.17% 94
2021
Q2
$1.81M Hold
57,000
0.16% 98
2021
Q1
$1.76M Buy
+57,000
New +$1.76M 0.13% 135