Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-4,103
Closed -$464K 1425
2022
Q3
$464K Sell
4,103
-473
-10% -$53.5K 0.02% 787
2022
Q2
$486K Sell
4,576
-17,824
-80% -$1.89M 0.01% 848
2022
Q1
$3.65M Buy
22,400
+6,900
+45% +$1.12M 0.14% 167
2021
Q4
$2.58M Buy
+15,500
New +$2.58M 0.1% 213
2021
Q1
Sell
-256,920
Closed -$41.8M 785
2020
Q4
$41.8M Buy
+256,920
New +$41.8M 1.39% 11