Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-51,057
Closed -$1.36M 193
2021
Q4
$1.36M Buy
51,057
+17,107
+50% +$456K 2.43% 1
2021
Q3
$928K Buy
+33,950
New +$928K 1.45% 13
2021
Q1
Sell
-77,426
Closed -$1.59M 122
2020
Q4
$1.59M Buy
+77,426
New +$1.59M 2.85% 5