Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,157
Closed -$233K 185
2022
Q1
$233K Sell
4,157
-1,414
-25% -$79.3K 0.14% 118
2021
Q4
$300K Buy
+5,571
New +$300K 0.14% 121
2020
Q1
Sell
-13,756
Closed -$580K 210
2019
Q4
$580K Buy
+13,756
New +$580K 0.45% 90