Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-81,041
Closed -$2.18M 91
2022
Q1
$2.18M Sell
81,041
-21,223
-21% -$570K 0.21% 72
2021
Q4
$1.63M Hold
102,264
0.19% 88
2021
Q3
$1.7M Buy
102,264
+5,247
+5% +$87.3K 0.21% 83
2021
Q2
$2.02M Sell
97,017
-13,025
-12% -$272K 0.28% 70
2021
Q1
$2.32M Sell
110,042
-59,744
-35% -$1.26M 0.35% 64
2020
Q4
$2.85M Buy
169,786
+96,664
+132% +$1.62M 0.66% 41
2020
Q3
$638K Sell
73,122
-43,680
-37% -$381K 0.2% 79
2020
Q2
$1.19M Buy
+116,802
New +$1.19M 0.44% 43