Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-5,979
Closed -$224K 98
2022
Q2
$224K Hold
5,979
0.15% 82
2022
Q1
$296K Sell
5,979
-597
-9% -$29.6K 0.2% 62
2021
Q4
$339K Sell
6,576
-363
-5% -$18.7K 0.23% 58
2021
Q3
$370K Sell
6,939
-34,155
-83% -$1.82M 0.3% 51
2021
Q2
$2.31M Hold
41,094
1.19% 14
2021
Q1
$2.63M Buy
+41,094
New +$2.63M 1.5% 13
2019
Q4
$560K Buy
+9,351
New +$560K 0.62% 30