Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,943
Closed -$634K 785
2022
Q1
$634K Sell
1,943
-87
-4% -$28.4K 0.07% 208
2021
Q4
$1.09M Sell
2,030
-102
-5% -$54.7K 0.12% 156
2021
Q3
$1.42M Buy
2,132
+227
+12% +$151K 0.18% 139
2021
Q2
$1.29M Buy
1,905
+405
+27% +$275K 0.17% 130
2021
Q1
$895K Sell
1,500
-66
-4% -$39.4K 0.14% 140
2020
Q4
$701K Buy
1,566
+972
+164% +$435K 0.16% 122
2020
Q3
$227K Buy
+594
New +$227K 0.06% 312
2018
Q1
Sell
-571
Closed -$49K 588
2017
Q4
$49K Buy
+571
New +$49K 0.04% 740