Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$1.79M Sell
23,750
-260
-1% -$19.6K 1.5% 7
2022
Q2
$1.71M Sell
24,010
-15,380
-39% -$1.09M 0.76% 55
2022
Q1
$3.13M Sell
39,390
-850
-2% -$67.4K 0.88% 19
2021
Q4
$3.32M Sell
40,240
-750
-2% -$61.8K 0.87% 22
2021
Q3
$3.39M Buy
40,990
+1,970
+5% +$163K 0.86% 32
2021
Q2
$2.9M Buy
+39,020
New +$2.9M 0.64% 70