Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-71,621
Closed -$715K 150
2021
Q4
$715K Sell
71,621
-95,253
-57% -$951K 0.12% 121
2021
Q3
$1.7M Buy
166,874
+753
+0.5% +$7.68K 0.31% 73
2021
Q2
$1.91M Buy
166,121
+84,890
+105% +$975K 0.34% 68
2021
Q1
$771K Buy
+81,231
New +$771K 0.14% 114