Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-62,719
Closed -$1.17M 64
2021
Q4
$1.17M Buy
62,719
+735
+1% +$13.7K 0.59% 45
2021
Q3
$1.26M Buy
61,984
+2,237
+4% +$45.6K 0.74% 43
2021
Q2
$1.3M Sell
59,747
-145
-0.2% -$3.15K 0.78% 40
2021
Q1
$1.37M Sell
59,892
-9,541
-14% -$218K 0.91% 37
2020
Q4
$1.51M Sell
69,433
-736
-1% -$16K 1.05% 33
2020
Q3
$1.51M Buy
70,169
+2,011
+3% +$43.3K 1.16% 28
2020
Q2
$1.56M Buy
68,158
+1,921
+3% +$43.9K 1.34% 29
2020
Q1
$1.46M Buy
66,237
+20,145
+44% +$443K 2.1% 21
2019
Q4
$1.36M Buy
+46,092
New +$1.36M 1.3% 33