Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-6,577
Closed -$226K 401
2022
Q2
$226K Sell
6,577
-940
-13% -$32.3K 0.02% 358
2022
Q1
$572K Sell
7,517
-700
-9% -$53.3K 0.03% 257
2021
Q4
$934K Sell
8,217
-5,432
-40% -$617K 0.05% 175
2021
Q3
$2.49M Buy
13,649
+2,092
+18% +$382K 0.16% 97
2021
Q2
$2.8M Buy
11,557
+1,698
+17% +$412K 0.2% 92
2021
Q1
$2.14M Buy
9,859
+964
+11% +$209K 0.17% 97
2020
Q4
$1.74M Buy
8,895
+2,672
+43% +$521K 0.16% 110
2020
Q3
$865K Buy
+6,223
New +$865K 0.09% 149