Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Hold
0
634
2021
Q4
Hold
0
664
2021
Q3
Sell
-5,741
Closed -$2.26M 534
2021
Q2
$2.26M Sell
5,741
-1,161
-17% -$458K 0.01% 318
2021
Q1
$2.35M Buy
+6,902
New +$2.35M 0.01% 311
2019
Q1
Sell
-26,300
Closed -$2.35M 1151
2018
Q4
$2.35M Sell
26,300
-8,571
-25% -$766K 0.02% 392
2018
Q3
$3.01M Sell
34,871
-107,532
-76% -$9.28M 0.02% 341
2018
Q2
$7.98M Buy
+142,403
New +$7.98M 0.05% 160