Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-727
Closed -$237K 271
2022
Q1
$237K Buy
727
+199
+38% +$64.9K 0.07% 202
2021
Q4
$282K Hold
528
0.05% 214
2021
Q3
$352K Buy
528
+192
+57% +$128K 0.09% 170
2021
Q2
$228K Buy
+336
New +$228K 0.12% 123