Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Hold
0
136
2022
Q2
Sell
-7,494
Closed -$1.31M 107
2022
Q1
$1.31M Hold
7,494
0.07% 74
2021
Q4
$1.51M Sell
7,494
-1,886
-20% -$379K 0.08% 25
2021
Q3
$1.63M Sell
9,380
-3,940
-30% -$683K 0.1% 44
2021
Q2
$2.06M Buy
13,320
+1,945
+17% +$300K 0.13% 17
2021
Q1
$1.46M Buy
11,375
+5,536
+95% +$711K 0.1% 81
2020
Q4
$838K Buy
+5,839
New +$838K 0.06% 33