Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-62,814
Closed -$2.15M 1753
2021
Q4
$2.15M Buy
62,814
+19,400
+45% +$662K 0.03% 317
2021
Q3
$1.96M Buy
43,414
+31,772
+273% +$1.43M 0.05% 178
2021
Q2
$679K Sell
11,642
-3,140
-21% -$183K 0.01% 639
2021
Q1
$662K Sell
14,782
-48,370
-77% -$2.17M 0.01% 768
2020
Q4
$2.18M Buy
+63,152
New +$2.18M 0.06% 225