Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-9,777
Closed -$1.63M 107
2021
Q4
$1.63M Buy
9,777
+1,363
+16% +$227K 0.85% 21
2021
Q3
$1.22M Sell
8,414
-217
-3% -$31.5K 0.72% 25
2021
Q2
$1.33M Buy
8,631
+1,022
+13% +$158K 0.72% 14
2021
Q1
$1.01M Buy
7,609
+595
+8% +$79.1K 0.62% 21
2020
Q4
$992K Buy
+7,014
New +$992K 0.65% 17