Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Hold
0
72
2022
Q3
Sell
-3,500
Closed -$177K 78
2022
Q2
$177K Sell
3,500
-22,214
-86% -$1.12M 0.03% 84
2022
Q1
$2.03M Buy
25,714
+1,248
+5% +$98.3K 0.27% 42
2021
Q4
$2.01M Hold
24,466
0.3% 38
2021
Q3
$3.34M Buy
24,466
+18,539
+313% +$2.53M 0.24% 43
2021
Q2
$1.33M Hold
5,927
0.11% 101
2021
Q1
$1.52M Buy
+5,927
New +$1.52M 0.05% 116