Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Hold
0
300
2021
Q4
Hold
0
337
2021
Q3
Sell
-20,000
Closed -$986K 299
2021
Q2
$986K Sell
20,000
-15,000
-43% -$740K 0.04% 56
2021
Q1
$1.58M Buy
35,000
+5,000
+17% +$226K 0.04% 57
2020
Q4
$1.28M Buy
+30,000
New +$1.28M 0.02% 53
2020
Q3
Sell
-7,000
Closed -$292K 259
2020
Q2
$292K Buy
+7,000
New +$292K 0.02% 94