Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-10,000
Closed -$544K 84
2022
Q2
$544K Buy
+10,000
New +$544K 0.27% 68
2020
Q2
Sell
-15,000
Closed -$601K 82
2020
Q1
$601K Sell
15,000
-15,000
-50% -$601K 0.42% 44
2019
Q4
$1.35M Buy
30,000
+14,000
+88% +$629K 0.61% 47
2019
Q3
$727K Buy
+16,000
New +$727K 0.38% 53