Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,025
Closed -$429K 667
2021
Q4
$429K Buy
+2,025
New +$429K 0.17% 170
2021
Q1
Sell
-7,192
Closed -$1.02M 1229
2020
Q4
$1.02M Buy
7,192
+5,810
+420% +$824K 0.16% 146
2020
Q3
$144K Sell
1,382
-3,242
-70% -$338K 0.09% 228
2020
Q2
$455K Sell
4,624
-12,717
-73% -$1.25M 0.16% 170
2020
Q1
$1.35M Buy
+17,341
New +$1.35M 0.29% 81