Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,536
Closed -$201K 882
2022
Q1
$201K Buy
+2,536
New +$201K 0.01% 842
2021
Q4
Sell
-2,458
Closed -$203K 876
2021
Q3
$203K Sell
2,458
-859
-26% -$70.9K 0.01% 766
2021
Q2
$247K Buy
3,317
+25
+0.8% +$1.86K 0.02% 715
2021
Q1
$249K Buy
3,292
+31
+1% +$2.35K 0.02% 697
2020
Q4
$201K Buy
+3,261
New +$201K 0.02% 709