Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-8,624
Closed -$1.78M 110
2021
Q4
$1.78M Buy
+8,624
New +$1.78M 0.89% 37
2020
Q1
Sell
-2,580
Closed -$264K 210
2019
Q4
$264K Buy
2,580
+685
+36% +$70.1K 0.15% 79
2019
Q3
$184K Buy
1,895
+431
+29% +$41.8K 0.11% 73
2019
Q2
$131K Buy
1,464
+485
+50% +$43.4K 0.08% 86
2019
Q1
$85K Buy
+979
New +$85K 0.05% 99