Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$1.2M Sell
9,227
-1,390
-13% -$181K 1.53% 24
2022
Q3
$1.47M Hold
10,617
1.52% 18
2022
Q2
$1.5M Sell
10,617
-150
-1% -$21.2K 1.43% 21
2022
Q1
$1.88M Buy
10,767
+400
+4% +$69.8K 1.49% 21
2021
Q4
$1.87M Sell
10,367
-470
-4% -$84.6K 1.32% 22
2021
Q3
$1.53M Buy
10,837
+400
+4% +$56.6K 1.19% 25
2021
Q2
$1.43M Sell
10,437
-2,610
-20% -$358K 1.02% 30
2021
Q1
$1.6M Sell
13,047
-330
-2% -$40.4K 1.3% 22
2020
Q4
$1.75M Buy
+13,377
New +$1.75M 1.53% 15