Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-6,095
Closed -$1.15M 141
2022
Q2
$1.15M Buy
6,095
+42
+0.7% +$7.9K 0.18% 68
2022
Q1
$1.48M Buy
6,053
+127
+2% +$31K 0.2% 60
2021
Q4
$2M Buy
5,926
+94
+2% +$31.7K 0.27% 54
2021
Q3
$1.39M Buy
5,832
+75
+1% +$17.9K 0.23% 67
2021
Q2
$1.21M Buy
5,757
+39
+0.7% +$8.17K 0.2% 70
2021
Q1
$1.32M Buy
+5,718
New +$1.32M 0.24% 63