Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-6,802
Closed -$370K 140
2022
Q2
$370K Buy
6,802
+452
+7% +$24.6K 0.15% 91
2022
Q1
$345K Buy
6,350
+80
+1% +$4.35K 0.11% 105
2021
Q4
$345K Sell
6,270
-4
-0.1% -$220 0.1% 115
2021
Q3
$300K Buy
6,274
+495
+9% +$23.7K 0.09% 115
2021
Q2
$287K Buy
5,779
+72
+1% +$3.58K 0.08% 116
2021
Q1
$255K Buy
+5,707
New +$255K 0.08% 121