Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-64,245
Closed -$2.94M 60
2022
Q2
$2.94M Sell
64,245
-625
-1% -$28.6K 1.26% 30
2022
Q1
$3.52M Sell
64,870
-2,730
-4% -$148K 1.2% 31
2021
Q4
$4.94M Sell
67,600
-13,820
-17% -$1.01M 1.61% 22
2021
Q3
$5.91M Buy
81,420
+60,495
+289% +$4.39M 2.07% 15
2021
Q2
$1.41M Buy
+20,925
New +$1.41M 0.47% 41