Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$231K Sell
4,657
-9,773
-68% -$485K 0.17% 76
2021
Q4
$743K Sell
14,430
-838
-5% -$43.1K 0.53% 35
2021
Q3
$813K Buy
15,268
+592
+4% +$31.5K 0.64% 31
2021
Q2
$824K Sell
14,676
-5,248
-26% -$295K 0.56% 34
2021
Q1
$1.28M Buy
19,924
+13,322
+202% +$853K 0.99% 22
2020
Q4
$329K Sell
6,602
-523
-7% -$26.1K 0.31% 56
2020
Q3
$369K Sell
7,125
-393
-5% -$20.4K 0.42% 35
2020
Q2
$450K Sell
7,518
-1,031
-12% -$61.7K 0.65% 28
2020
Q1
$463K Sell
8,549
-475
-5% -$25.7K 0.83% 22
2019
Q4
$540K Buy
+9,024
New +$540K 0.48% 27