Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-24,973
Closed -$272K 2803
2021
Q4
$272K Sell
24,973
-340
-1% -$3.7K ﹤0.01% 2381
2021
Q3
$761K Sell
25,313
-6,534
-21% -$196K ﹤0.01% 1746
2021
Q2
$2.13M Buy
31,847
+428
+1% +$28.7K ﹤0.01% 1254
2021
Q1
$3.62M Buy
31,419
+14,730
+88% +$1.7M 0.01% 970
2020
Q4
$1.82M Buy
16,689
+1,212
+8% +$132K ﹤0.01% 1203
2020
Q3
$851K Hold
15,477
﹤0.01% 1430
2020
Q2
$862K Sell
15,477
-604
-4% -$33.6K ﹤0.01% 1343
2020
Q1
$1.05M Sell
16,081
-8,476
-35% -$551K ﹤0.01% 1226
2019
Q4
$3.92M Buy
+24,557
New +$3.92M 0.01% 837