Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-63,505
Closed -$3.64M 33
2022
Q1
$3.64M Sell
63,505
-865
-1% -$49.5K 1.92% 19
2021
Q4
$4.28M Sell
64,370
-2,000
-3% -$133K 2.13% 17
2021
Q3
$4.62M Hold
66,370
2.44% 17
2021
Q2
$4.66M Sell
66,370
-785
-1% -$55.1K 2.51% 17
2021
Q1
$4.11M Buy
67,155
+395
+0.6% +$24.2K 2.45% 19
2020
Q4
$3.35M Sell
66,760
-100
-0.1% -$5.02K 2.22% 19
2020
Q3
$3.48M Hold
66,860
2.73% 17
2020
Q2
$3.51M Buy
+66,860
New +$3.51M 2.74% 13