Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-5,046
Closed -$275K 325
2022
Q1
$275K Sell
5,046
-1,116
-18% -$60.8K 0.02% 255
2021
Q4
$340K Buy
+6,162
New +$340K 0.03% 221
2021
Q3
Sell
-4,031
Closed -$201K 282
2021
Q2
$201K Buy
+4,031
New +$201K 0.02% 243
2020
Q1
Sell
-13,382
Closed -$786K 239
2019
Q4
$786K Buy
+13,382
New +$786K 0.08% 117
2019
Q2
Sell
-4,101
Closed -$217K 84
2019
Q1
$217K Buy
+4,101
New +$217K 0.06% 79