Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-83,155
Closed -$2.02M 373
2021
Q4
$2.02M Buy
83,155
+21,565
+35% +$524K 0.76% 59
2021
Q3
$1.41M Buy
61,590
+4,759
+8% +$109K 0.62% 70
2021
Q2
$1.48M Sell
56,831
-2,759
-5% -$71.9K 0.61% 65
2021
Q1
$1.6M Buy
+59,590
New +$1.6M 0.67% 24