Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-26,964
Closed -$854K 144
2021
Q4
$854K Sell
26,964
-25,606
-49% -$811K 0.15% 120
2021
Q3
$1.87M Sell
52,570
-19,091
-27% -$680K 0.27% 98
2021
Q2
$3.81M Buy
71,661
+46,250
+182% +$2.46M 0.53% 61
2021
Q1
$991K Sell
25,411
-8,949
-26% -$349K 0.14% 147
2020
Q4
$1.68M Sell
34,360
-55,325
-62% -$2.7M 0.28% 96
2020
Q3
$1.9M Buy
+89,685
New +$1.9M 0.36% 77