Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$4.42M Buy
118,211
+18,441
+18% +$690K 1.49% 31
2022
Q1
$4.95M Buy
99,770
+90,987
+1,036% +$4.51M 1.45% 31
2021
Q4
$452K Buy
+8,783
New +$452K 0.14% 53
2020
Q3
Sell
-18,600
Closed -$1.09M 70
2020
Q2
$1.09M Buy
+18,600
New +$1.09M 0.87% 35
2019
Q4
$745K Buy
+12,645
New +$745K 0.65% 38