Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-530,666
Closed -$57.3K 447
2022
Q2
$57.3K Buy
530,666
+4,339
+0.8% +$468 0.34% 72
2022
Q1
$61.7K Buy
526,327
+181,766
+53% +$21.3K 0.28% 85
2021
Q4
$63.4K Buy
344,561
+297,887
+638% +$54.8K 0.24% 86
2021
Q3
$12.2K Sell
46,674
-391,044
-89% -$102K 0.05% 207
2021
Q2
$169K Buy
437,718
+104,213
+31% +$40.3K 0.74% 24
2021
Q1
$107M Sell
333,505
-34,263
-9% -$11M 0.66% 42
2020
Q4
$124M Buy
+367,768
New +$124M 0.75% 29