Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,904
Closed -$511K 140
2022
Q1
$511K Buy
4,904
+457
+10% +$47.6K 0.21% 85
2021
Q4
$535K Sell
4,447
-132
-3% -$15.9K 0.23% 86
2021
Q3
$511K Buy
4,579
+259
+6% +$28.9K 0.24% 83
2021
Q2
$519K Buy
4,320
+221
+5% +$26.6K 0.23% 86
2021
Q1
$485K Sell
4,099
-520
-11% -$61.5K 0.21% 79
2020
Q4
$504K Buy
+4,619
New +$504K 0.23% 76