Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$605K Sell
4,875
-700
-13% -$86.9K 0.22% 92
2021
Q4
$872K Sell
5,575
-2,100
-27% -$328K 0.29% 75
2021
Q3
$1.28M Hold
7,675
0.47% 53
2021
Q2
$1.5M Hold
7,675
0.55% 51
2021
Q1
$1.4M Buy
7,675
+200
+3% +$36.5K 0.57% 49
2020
Q4
$1.24M Buy
7,475
+175
+2% +$29.1K 0.53% 52
2020
Q3
$942K Buy
7,300
+2,300
+46% +$297K 0.45% 56
2020
Q2
$553K Buy
+5,000
New +$553K 0.28% 71