Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,812
Closed -$266K 69
2022
Q1
$266K Sell
3,812
-1,884
-33% -$131K 0.98% 39
2021
Q4
$459K Hold
5,696
0.78% 35
2021
Q3
$399K Sell
5,696
-1,382
-20% -$96.8K 0.33% 127
2021
Q2
$536K Buy
+7,078
New +$536K 0.27% 150