Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-13,518
Closed -$774K 180
2022
Q1
$774K Sell
13,518
-2,051
-13% -$117K 0.17% 120
2021
Q4
$1.04M Buy
15,569
+220
+1% +$14.6K 0.29% 67
2021
Q3
$1.07M Buy
15,349
+8,296
+118% +$578K 0.34% 54
2021
Q2
$495K Buy
7,053
+252
+4% +$17.7K 0.37% 57
2021
Q1
$417K Sell
6,801
-6,884
-50% -$422K 0.34% 67
2020
Q4
$688K Buy
+13,685
New +$688K 0.61% 38