Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-13,441
Closed -$240K 66
2022
Q1
$240K Buy
13,441
+13
+0.1% +$232 0.15% 51
2021
Q4
$249K Sell
13,428
-260
-2% -$4.82K 0.2% 41
2021
Q3
$279K Buy
13,688
+623
+5% +$12.7K 0.24% 38
2021
Q2
$284K Buy
13,065
+1,824
+16% +$39.6K 0.27% 34
2021
Q1
$257K Buy
+11,241
New +$257K 0.28% 33