Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,272
Closed -$407K 104
2022
Q1
$407K Buy
3,272
+1,814
+124% +$226K 0.2% 76
2021
Q4
$319K Hold
1,458
0.14% 89
2021
Q3
$299K Sell
1,458
-231
-14% -$47.4K 0.14% 94
2021
Q2
$348K Buy
1,689
+281
+20% +$57.9K 0.17% 73
2021
Q1
$284K Buy
+1,408
New +$284K 0.15% 69