Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-84,996
Closed -$3.03M 27
2022
Q1
$3.03M Sell
84,996
-3,847
-4% -$137K 1.38% 16
2021
Q4
$3.73M Buy
+88,843
New +$3.73M 1.7% 17
2020
Q3
Sell
-83,719
Closed -$2.6M 48
2020
Q2
$2.6M Buy
83,719
+17,422
+26% +$541K 0.74% 14
2020
Q1
$1.85M Sell
66,297
-14,733
-18% -$411K 0.53% 17
2019
Q4
$2.41M Buy
+81,030
New +$2.41M 0.92% 13