Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,204
Closed -$1.18M 138
2021
Q4
$1.18M Sell
2,204
-82
-4% -$43.9K 0.5% 57
2021
Q3
$1.53M Buy
2,286
+22
+1% +$14.7K 0.71% 44
2021
Q2
$1.54M Buy
2,264
+86
+4% +$58.4K 0.73% 43
2021
Q1
$1.3M Buy
2,178
+26
+1% +$15.5K 0.69% 46
2020
Q4
$963K Buy
+2,152
New +$963K 0.58% 53