Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-11,638
Closed -$1.92M 83
2022
Q1
$1.92M Buy
11,638
+7,002
+151% +$1.15M 0.8% 35
2021
Q4
$1.22M Sell
4,636
-198
-4% -$52.1K 0.6% 43
2021
Q3
$1.54M Buy
4,834
+370
+8% +$118K 0.75% 43
2021
Q2
$1.76M Buy
4,464
+720
+19% +$284K 0.82% 32
2021
Q1
$1.28M Buy
3,744
+519
+16% +$177K 0.7% 45
2020
Q4
$1.08M Sell
3,225
-829
-20% -$277K 0.58% 44
2020
Q3
$1M Buy
4,054
+1,048
+35% +$259K 0.67% 33
2020
Q2
$660K Buy
+3,006
New +$660K 0.53% 62