Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-17,307
Closed -$1.73M 129
2022
Q3
$1.73M Buy
17,307
+11,553
+201% +$1.16M 0.23% 68
2022
Q2
$421K Hold
5,754
0.16% 93
2022
Q1
$715K Sell
5,754
-2
-0% -$249 0.24% 69
2021
Q4
$1.26M Buy
5,756
+4
+0.1% +$876 0.41% 50
2021
Q3
$1.2M Buy
5,752
+2
+0% +$416 0.44% 53
2021
Q2
$1.18M Hold
5,750
0.42% 53
2021
Q1
$1.16M Sell
5,750
-6,400
-53% -$1.29M 0.46% 47
2020
Q4
$2.16M Sell
12,150
-1,350
-10% -$240K 0.89% 35
2020
Q3
$1.64M Hold
13,500
0.78% 35
2020
Q2
$1.43M Sell
13,500
-500
-4% -$53.1K 0.76% 37
2020
Q1
$538K Buy
+14,000
New +$538K 0.36% 62