Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-5,470
Closed -$1.51M 164
2022
Q3
$1.51M Sell
5,470
-5,516
-50% -$1.52M 0.68% 55
2022
Q2
$4.02M Buy
10,986
+511
+5% +$187K 0.94% 42
2022
Q1
$4.77M Sell
10,475
-210
-2% -$95.7K 0.97% 41
2021
Q4
$6.06M Buy
10,685
+870
+9% +$493K 1.21% 36
2021
Q3
$5.65M Sell
9,815
-131
-1% -$75.4K 1.33% 36
2021
Q2
$5.82M Buy
9,946
+132
+1% +$77.3K 1.37% 37
2021
Q1
$4.67M Buy
9,814
+92
+0.9% +$43.7K 1.11% 41
2020
Q4
$4.86M Buy
9,722
+1,435
+17% +$718K 1.21% 41
2020
Q3
$4.06M Buy
+8,287
New +$4.06M 1.1% 39