Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Hold
0
1548
2022
Q1
Sell
-64,124
Closed -$3.14M 1729
2021
Q4
$3.14M Buy
64,124
+5,735
+10% +$281K 0.09% 127
2021
Q3
$4.06M Buy
+58,389
New +$4.06M 0.13% 79
2018
Q3
Sell
-13,556
Closed -$1.32M 648
2018
Q2
$1.32M Buy
+13,556
New +$1.32M 0.07% 139