Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-17,392
Closed -$1.03M 425
2022
Q1
$1.03M Sell
17,392
-19,327
-53% -$1.15M 0.23% 118
2021
Q4
$2.14M Buy
36,719
+3,055
+9% +$178K 0.48% 45
2021
Q3
$2.32M Sell
33,664
-23,910
-42% -$1.65M 0.62% 30
2021
Q2
$4.42M Buy
57,574
+8,384
+17% +$644K 1.12% 13
2021
Q1
$3.55M Sell
49,190
-335
-0.7% -$24.2K 0.99% 15
2020
Q4
$3.09M Buy
49,525
+20,196
+69% +$1.26M 0.83% 18
2020
Q3
$1.23M Hold
29,329
0.43% 47
2020
Q2
$1.09M Buy
29,329
+14,600
+99% +$541K 0.43% 46
2020
Q1
$481K Buy
+14,729
New +$481K 0.29% 117