Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-17,674
Closed -$736K 184
2022
Q2
$736K Buy
17,674
+70
+0.4% +$2.92K 0.11% 100
2022
Q1
$1.01M Hold
17,604
0.13% 90
2021
Q4
$1.17M Buy
17,604
+184
+1% +$12.2K 0.14% 86
2021
Q3
$1.21M Buy
17,420
+160
+0.9% +$11.1K 0.15% 82
2021
Q2
$1.21M Buy
17,260
+360
+2% +$25.3K 0.16% 74
2021
Q1
$1.04M Buy
+16,900
New +$1.04M 0.15% 86