Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-104,377
Closed -$5.22M 217
2022
Q3
$5.22M Buy
104,377
+12,814
+14% +$641K 0.55% 61
2022
Q2
$5.14M Sell
91,563
-7,239
-7% -$407K 0.58% 58
2022
Q1
$6.81M Buy
+98,802
New +$6.81M 0.65% 57
2020
Q4
Sell
-130,190
Closed -$6.01M 184
2020
Q3
$6.01M Buy
+130,190
New +$6.01M 0.94% 51