Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-23,308
Closed -$2.08M 36
2022
Q2
$2.08M Buy
23,308
+243
+1% +$21.6K 1.39% 26
2022
Q1
$2.88M Buy
+23,065
New +$2.88M 1.56% 23
2021
Q4
Sell
-25,062
Closed -$3.73M 41
2021
Q3
$3.73M Sell
25,062
-5,520
-18% -$822K 1.8% 22
2021
Q2
$4.81M Buy
30,582
+9,112
+42% +$1.43M 2.39% 20
2021
Q1
$2.96M Buy
21,470
+1,816
+9% +$250K 1.71% 29
2020
Q4
$2.56M Buy
+19,654
New +$2.56M 1.6% 31
2018
Q2
Sell
-17,651
Closed -$1.5M 24
2018
Q1
$1.5M Buy
+17,651
New +$1.5M 0.68% 47