Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-14,895
Closed -$1.72M 133
2022
Q1
$1.72M Buy
14,895
+285
+2% +$33K 0.98% 40
2021
Q4
$2.76M Sell
14,610
-290
-2% -$54.7K 1.39% 29
2021
Q3
$3.88M Sell
14,900
-320
-2% -$83.3K 2.11% 23
2021
Q2
$4.44M Buy
15,220
+110
+0.7% +$32.1K 2.47% 14
2021
Q1
$3.67M Sell
15,110
-1,115
-7% -$271K 2.28% 21
2020
Q4
$3.8M Buy
+16,225
New +$3.8M 2.4% 20