Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Hold
0
1145
2022
Q1
Hold
0
1276
2021
Q4
Hold
0
1284
2021
Q3
Hold
0
1234
2021
Q2
Hold
0
1202
2021
Q1
Sell
-31,240
Closed -$731K 1122
2020
Q4
$731K Buy
31,240
+16,378
+110% +$383K 0.02% 248
2020
Q3
$226K Sell
14,862
-6,062
-29% -$92.2K 0.01% 262
2020
Q2
$306K Buy
+20,924
New +$306K 0.02% 235
2020
Q1
Hold
0
753
2019
Q4
Hold
0
727
2019
Q3
Hold
0
668