Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-55,480
Closed -$412K 46
2022
Q2
$412K Sell
55,480
-4,242
-7% -$31.5K 0.15% 47
2022
Q1
$1.32M Sell
59,722
-49,190
-45% -$1.09M 0.35% 33
2021
Q4
$1.19M Sell
108,912
-5,402
-5% -$58.9K 0.31% 34
2021
Q3
$3.44M Buy
114,314
+109,591
+2,320% +$3.3M 0.99% 23
2021
Q2
$316K Sell
4,723
-997
-17% -$66.7K 0.09% 67
2021
Q1
$660K Buy
+5,720
New +$660K 0.17% 34