Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$1.49M Hold
12,740
1.9% 17
2022
Q3
$1.06M Hold
12,740
1.1% 29
2022
Q2
$1.34M Hold
12,740
1.28% 22
2022
Q1
$1.71M Sell
12,740
-2,100
-14% -$283K 1.36% 24
2021
Q4
$2.51M Hold
14,840
1.78% 15
2021
Q3
$2.16M Sell
14,840
-1,076
-7% -$156K 1.67% 19
2021
Q2
$2.46M Sell
15,916
-842
-5% -$130K 1.75% 14
2021
Q1
$2.23M Buy
16,758
+2,078
+14% +$277K 1.81% 13
2020
Q4
$2.04M Buy
+14,680
New +$2.04M 1.79% 13