Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,605
Closed -$209K 61
2021
Q4
$209K Hold
1,605
0.1% 54
2021
Q3
$205K Hold
1,605
0.11% 53
2021
Q2
$207K Sell
1,605
-400
-20% -$51.6K 0.11% 46
2021
Q1
$266K Buy
+2,005
New +$266K 0.16% 36
2020
Q3
Sell
-2,425
Closed -$217K 41
2020
Q2
$217K Buy
+2,425
New +$217K 0.17% 41
2019
Q4
Sell
-955
Closed -$84K 124
2019
Q3
$84K Buy
+955
New +$84K 0.07% 53