Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-4,242
Closed -$1.17M 96
2022
Q3
$1.17M Sell
4,242
-659
-13% -$181K 0.86% 43
2022
Q2
$1.79M Buy
4,901
+88
+2% +$32.2K 1.22% 25
2022
Q1
$2.19M Buy
4,813
+200
+4% +$91.1K 1.28% 29
2021
Q4
$2.62M Buy
4,613
+1,329
+40% +$754K 1.46% 24
2021
Q3
$1.89M Sell
3,284
-34
-1% -$19.6K 1.56% 19
2021
Q2
$1.94M Buy
3,318
+45
+1% +$26.4K 1.59% 22
2021
Q1
$1.56M Buy
3,273
+218
+7% +$104K 1.38% 27
2020
Q4
$1.53M Buy
+3,055
New +$1.53M 1.4% 24