Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-29,150
Closed -$2.89M 67
2022
Q1
$2.89M Buy
29,150
+15,127
+108% +$1.5M 0.29% 56
2021
Q4
$2.01M Buy
14,023
+622
+5% +$88.9K 0.18% 63
2021
Q3
$1.69M Buy
13,401
+2,950
+28% +$372K 0.17% 64
2021
Q2
$1.15M Buy
+10,451
New +$1.15M 0.11% 62