Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,904
Closed -$314K 96
2022
Q2
$314K Hold
2,904
0.09% 78
2022
Q1
$361K Buy
+2,904
New +$361K 0.1% 85
2019
Q3
Sell
-12,147
Closed -$1.81M 62
2019
Q2
$1.81M Sell
12,147
-6,758
-36% -$1.01M 1.28% 28
2019
Q1
$3.28M Sell
18,905
-164
-0.9% -$28.5K 2.51% 22
2018
Q4
$3.29M Buy
+19,069
New +$3.29M 2.58% 21