Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-522
Closed -$204K 93
2022
Q1
$204K Sell
522
-8
-2% -$3.13K 0.1% 87
2021
Q4
$319K Hold
530
0.15% 69
2021
Q3
$323K Hold
530
0.17% 69
2021
Q2
$280K Hold
530
0.15% 71
2021
Q1
$276K Hold
530
0.16% 65
2020
Q4
$287K Buy
530
+10
+2% +$5.42K 0.17% 62
2020
Q3
$260K Hold
520
0.18% 63
2020
Q2
$256K Buy
+520
New +$256K 0.21% 56