Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-8,323
Closed -$1.24M 165
2021
Q4
$1.24M Buy
8,323
+68
+0.8% +$10.1K 0.28% 79
2021
Q3
$1.21M Sell
8,255
-110
-1% -$16.1K 0.3% 76
2021
Q2
$1.39M Buy
8,365
+2,033
+32% +$338K 0.37% 67
2021
Q1
$1.02M Sell
6,332
-38
-0.6% -$6.12K 0.3% 75
2020
Q4
$931K Buy
6,370
+249
+4% +$36.4K 0.3% 72
2020
Q3
$834K Buy
6,121
+1,119
+22% +$152K 0.31% 74
2020
Q2
$657K Sell
5,002
-23,468
-82% -$3.08M 0.27% 75
2020
Q1
$3.37M Buy
+28,470
New +$3.37M 0.5% 46