Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-7,145
Closed -$2.33M 14
2022
Q1
$2.33M Buy
7,145
+399
+6% +$130K 0.18% 142
2021
Q4
$2.03M Buy
6,746
+494
+8% +$149K 0.14% 174
2021
Q3
$1.79M Sell
6,252
-10,210
-62% -$2.92M 0.13% 173
2021
Q2
$3.93M Buy
16,462
+400
+2% +$95.5K 0.28% 105
2021
Q1
$3.7M Sell
16,062
-50
-0.3% -$11.5K 0.27% 106
2020
Q4
$3.4M Buy
16,112
+1,451
+10% +$307K 0.26% 99
2020
Q3
$3.03M Buy
14,661
+3,924
+37% +$810K 0.32% 91
2020
Q2
$2.07M Buy
+10,737
New +$2.07M 0.26% 97