Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,340
Closed -$301K 20
2021
Q4
$301K Sell
1,340
-1,353
-50% -$304K 0.22% 37
2021
Q3
$573K Sell
2,693
-313
-10% -$66.6K 0.38% 21
2021
Q2
$733K Hold
3,006
0.48% 19
2021
Q1
$748K Sell
3,006
-1,392
-32% -$346K 0.63% 14
2020
Q4
$1.01M Buy
+4,398
New +$1.01M 0.93% 11