Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,486
Closed -$286K 712
2022
Q1
$286K Sell
4,486
-574
-11% -$36.6K 0.01% 544
2021
Q4
$287K Buy
5,060
+85
+2% +$4.82K 0.01% 548
2021
Q3
$286K Buy
4,975
+877
+21% +$50.4K 0.01% 546
2021
Q2
$259K Hold
4,098
0.01% 592
2021
Q1
$262K Buy
+4,098
New +$262K 0.01% 564
2020
Q1
Sell
-4,081
Closed -$223K 481
2019
Q4
$223K Buy
+4,081
New +$223K 0.01% 471