Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$248K Buy
+2,891
New +$248K 0.03% 436
2021
Q3
$738K Sell
3,549
-2,272
-39% -$472K 0.07% 224
2021
Q2
$1.2M Sell
5,821
-687
-11% -$141K 0.12% 139
2021
Q1
$1.42M Buy
6,508
+137
+2% +$29.9K 0.16% 115
2020
Q4
$1.47M Buy
6,371
+2,221
+54% +$511K 0.18% 111
2020
Q3
$596K Buy
+4,150
New +$596K 0.11% 158
2019
Q3
Sell
-1,595
Closed -$109K 500
2019
Q2
$109K Buy
+1,595
New +$109K 0.03% 435