Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$986K Sell
27,848
-2,542
-8% -$90K 0.82% 75
2022
Q2
$1.02M Sell
30,390
-13,860
-31% -$464K 0.46% 118
2022
Q1
$1.59M Buy
44,250
+300
+0.7% +$10.8K 0.45% 131
2021
Q4
$2.01M Sell
43,950
-4,290
-9% -$196K 0.53% 122
2021
Q3
$2.43M Buy
48,240
+870
+2% +$43.8K 0.61% 92
2021
Q2
$2.25M Buy
47,370
+10,070
+27% +$479K 0.5% 114
2021
Q1
$1.99M Buy
37,300
+2,350
+7% +$126K 0.42% 120
2020
Q4
$1.74M Hold
34,950
0.47% 113
2020
Q3
$1.33M Buy
34,950
+26,600
+319% +$1.01M 0.28% 115
2020
Q2
$410K Buy
+8,350
New +$410K 0.08% 127