Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-7,551
Closed -$485K 1390
2022
Q2
$485K Sell
7,551
-6,754
-47% -$434K 0.02% 690
2022
Q1
$828K Sell
14,305
-27,968
-66% -$1.62M 0.03% 537
2021
Q4
$2.96M Sell
42,273
-90
-0.2% -$6.31K 0.1% 205
2021
Q3
$3.06M Sell
42,363
-11,258
-21% -$813K 0.11% 217
2021
Q2
$4.28M Hold
53,621
0.14% 176
2021
Q1
$4.52M Buy
53,621
+19,899
+59% +$1.68M 0.17% 161
2020
Q4
$2.96M Buy
33,722
+20,454
+154% +$1.8M 0.12% 208
2020
Q3
$1.03M Buy
+13,268
New +$1.03M 0.05% 369