Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-735
Closed -$240K 186
2022
Q1
$240K Buy
735
+115
+19% +$37.6K 0.02% 158
2021
Q4
$332K Buy
620
+20
+3% +$10.7K 0.03% 140
2021
Q3
$400K Sell
600
-5
-0.8% -$3.33K 0.04% 118
2021
Q2
$411K Hold
605
0.04% 115
2021
Q1
$361K Buy
+605
New +$361K 0.05% 118