Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-5,160
Closed -$125K 529
2021
Q4
$125K Buy
5,160
+2,864
+125% +$69.4K 0.05% 399
2021
Q3
$52K Buy
2,296
+1,608
+234% +$36.4K 0.02% 464
2021
Q2
$18K Sell
688
-10,784
-94% -$282K 0.01% 506
2021
Q1
$308K Sell
11,472
-16,800
-59% -$451K 0.12% 244
2020
Q4
$664K Buy
+28,272
New +$664K 0.23% 116