Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-18,527
Closed -$3.49M 283
2021
Q4
$3.49M Buy
18,527
+13,371
+259% +$2.52M 0.22% 88
2021
Q3
$1.34M Sell
5,156
-40
-0.8% -$10.4K 0.09% 117
2021
Q2
$1.52M Hold
5,196
0.11% 113
2021
Q1
$1.26M Sell
5,196
-76
-1% -$18.4K 0.09% 116
2020
Q4
$1.23M Sell
5,272
-102
-2% -$23.9K 0.1% 112
2020
Q3
$1.06M Buy
5,374
+130
+2% +$25.6K 0.09% 114
2020
Q2
$913K Hold
5,244
0.09% 117
2020
Q1
$502K Hold
5,244
0.06% 155
2019
Q4
$567K Sell
5,244
-53
-1% -$5.73K 0.05% 167
2019
Q3
$548K Buy
5,297
+53
+1% +$5.48K 0.05% 162
2019
Q2
$600K Buy
5,244
+910
+21% +$104K 0.06% 149
2019
Q1
$450K Buy
+4,334
New +$450K 0.05% 166