Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-33,697
Closed -$3.44M 73
2022
Q2
$3.44M Buy
33,697
+25,783
+326% +$2.64M 2.32% 21
2022
Q1
$1.07M Buy
7,914
+58
+0.7% +$7.81K 0.57% 33
2021
Q4
$1.31M Buy
7,856
+502
+7% +$83.6K 0.48% 39
2021
Q3
$1.07M Buy
7,354
+677
+10% +$98.3K 0.42% 40
2021
Q2
$1.03M Sell
6,677
-108
-2% -$16.7K 0.41% 44
2021
Q1
$902K Sell
6,785
-223
-3% -$29.6K 0.39% 48
2020
Q4
$991K Buy
7,008
+41
+0.6% +$5.8K 0.43% 44
2020
Q3
$875K Buy
6,967
+198
+3% +$24.9K 0.43% 45
2020
Q2
$664K Buy
6,769
+25
+0.4% +$2.45K 0.38% 44
2020
Q1
$558K Buy
6,744
+492
+8% +$40.7K 0.48% 40
2019
Q4
$633K Buy
+6,252
New +$633K 0.52% 45