Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$380K Buy
+10,272
New +$380K 0.01% 901
2021
Q1
Sell
-9,594
Closed -$695K 1161
2020
Q4
$695K Buy
9,594
+990
+12% +$71.7K 0.03% 285
2020
Q3
$326K Buy
8,604
+466
+6% +$17.7K 0.01% 386
2020
Q2
$288K Sell
8,138
-214
-3% -$7.57K 0.01% 346
2020
Q1
$182K Buy
+8,352
New +$182K 0.01% 623