Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-55,259
Closed -$4.62M 199
2021
Q4
$4.62M Sell
55,259
-71
-0.1% -$5.94K 0.58% 62
2021
Q3
$4.73M Buy
55,330
+1,169
+2% +$100K 0.65% 55
2021
Q2
$4.75M Buy
54,161
+1,054
+2% +$92.5K 0.63% 56
2021
Q1
$4.44M Sell
53,107
-566
-1% -$47.3K 0.64% 56
2020
Q4
$5.08M Buy
53,673
+103
+0.2% +$9.75K 0.77% 44
2020
Q3
$4.2M Buy
+53,570
New +$4.2M 0.73% 50