Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$2M Sell
37,868
-30,535
-45% -$1.61M 0.46% 52
2021
Q4
$4.32M Sell
68,403
-22,814
-25% -$1.44M 1.83% 17
2021
Q3
$7.07M Buy
+91,217
New +$7.07M 2.85% 4
2021
Q2
Sell
-19,496
Closed -$1.27M 117
2021
Q1
$1.27M Buy
19,496
+10,873
+126% +$707K 0.62% 59
2020
Q4
$650K Buy
+8,623
New +$650K 0.29% 74