Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-6,864
Closed -$1.26M 97
2021
Q4
$1.26M Buy
6,864
+70
+1% +$12.9K 0.43% 54
2021
Q3
$1.78M Buy
6,794
+351
+5% +$91.8K 0.64% 44
2021
Q2
$2.49M Sell
6,443
-39
-0.6% -$15.1K 0.91% 39
2021
Q1
$2.08M Sell
6,482
-4
-0.1% -$1.29K 0.81% 41
2020
Q4
$2.19M Buy
+6,486
New +$2.19M 0.93% 38