Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-33,161
Closed -$1.19M 864
2022
Q1
$1.19M Sell
33,161
-334
-1% -$12K 0.02% 779
2021
Q4
$1.58M Buy
33,495
+3,116
+10% +$147K 0.03% 659
2021
Q3
$2.24M Buy
30,379
+3,807
+14% +$281K 0.04% 475
2021
Q2
$1.81M Buy
+26,572
New +$1.81M 0.04% 541