Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$1.31M Sell
6,295
-11,920
-65% -$2.48M 1.67% 19
2022
Q3
$3.24M Sell
18,215
-345
-2% -$61.3K 3.35% 9
2022
Q2
$3.77M Hold
18,560
3.61% 9
2022
Q1
$4.12M Sell
18,560
-408
-2% -$90.5K 3.26% 8
2021
Q4
$4.17M Buy
18,968
+200
+1% +$43.9K 2.95% 13
2021
Q3
$4.18M Sell
18,768
-252
-1% -$56.1K 3.24% 10
2021
Q2
$4.45M Sell
19,020
-1,252
-6% -$293K 3.16% 11
2021
Q1
$4.3M Sell
20,272
-2,423
-11% -$514K 3.49% 9
2020
Q4
$4.88M Buy
+22,695
New +$4.88M 4.28% 5