Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-8,776
Closed -$1.18M 80
2022
Q1
$1.18M Buy
8,776
+335
+4% +$45.1K 0.76% 44
2021
Q4
$1.41M Buy
8,441
+335
+4% +$55.8K 0.89% 38
2021
Q3
$1.18M Sell
8,106
-882
-10% -$128K 0.84% 46
2021
Q2
$1.39M Buy
8,988
+278
+3% +$43K 0.92% 30
2021
Q1
$1.16M Buy
8,710
+453
+5% +$60.2K 0.88% 39
2020
Q4
$1.17M Buy
8,257
+363
+5% +$51.3K 0.98% 26
2020
Q3
$991K Sell
7,894
-281
-3% -$35.3K 0.93% 20
2020
Q2
$802K Buy
+8,175
New +$802K 0.79% 35