Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-3,420
Closed -$319K 355
2021
Q4
$319K Buy
3,420
+275
+9% +$25.7K 0.01% 310
2021
Q3
$350K Buy
+3,145
New +$350K 0.01% 309
2021
Q2
Sell
-23,918
Closed -$2.43M 417
2021
Q1
$2.43M Sell
23,918
-17,856
-43% -$1.81M 0.08% 258
2020
Q4
$4.16M Sell
41,774
-9,220
-18% -$917K 0.16% 180
2020
Q3
$3.68M Buy
50,994
+1,826
+4% +$132K 0.18% 165
2020
Q2
$2.45M Buy
49,168
+1,425
+3% +$71.1K 0.12% 220
2020
Q1
$1.43M Buy
+47,743
New +$1.43M 0.08% 261