Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-43,396
Closed -$2M 136
2021
Q4
$2M Sell
43,396
-1,313
-3% -$60.4K 0.68% 52
2021
Q3
$2.11M Sell
44,709
-35,354
-44% -$1.67M 0.78% 46
2021
Q2
$3.87M Sell
80,063
-3,918
-5% -$190K 1.39% 30
2021
Q1
$3.58M Sell
83,981
-506
-0.6% -$21.6K 1.38% 31
2020
Q4
$3.48M Buy
84,487
+1,085
+1% +$44.7K 1.41% 27
2020
Q3
$2.44M Buy
+83,402
New +$2.44M 1.14% 34