Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-323,435
Closed -$4.96M 49
2022
Q3
$4.96M Sell
323,435
-779
-0.2% -$11.9K 0.79% 34
2022
Q2
$6.8M Sell
324,214
-105,045
-24% -$2.2M 1.03% 34
2022
Q1
$7.66M Hold
429,259
0.98% 33
2021
Q4
$7.98M Buy
+429,259
New +$7.98M 0.96% 33