Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,171
Closed -$218K 78
2022
Q1
$218K Sell
4,171
-1,108
-21% -$57.9K 0.8% 62
2021
Q4
$304K Hold
5,279
0.52% 60
2021
Q3
$255K Sell
5,279
-2,735
-34% -$132K 0.21% 187
2021
Q2
$371K Buy
+8,014
New +$371K 0.19% 197
2020
Q3
Sell
-15,105
Closed -$174K 310
2020
Q2
$174K Buy
+15,105
New +$174K 0.13% 251