Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-14,345
Closed -$806K 86
2022
Q3
$806K Sell
14,345
-3,981
-22% -$224K 0.67% 58
2022
Q2
$1.01M Sell
18,326
-3,075
-14% -$170K 0.71% 56
2022
Q1
$1.38M Buy
21,401
+266
+1% +$17.1K 0.61% 57
2021
Q4
$1.23M Buy
21,135
+4,547
+27% +$265K 0.44% 95
2021
Q3
$865K Sell
16,588
-9,702
-37% -$506K 0.4% 65
2021
Q2
$1.41M Sell
26,290
-1,280
-5% -$68.7K 0.48% 72
2021
Q1
$1.41M Sell
27,570
-4,688
-15% -$240K 0.51% 74
2020
Q4
$1.42M Buy
+32,258
New +$1.42M 0.7% 88