Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,066
Closed -$233K 206
2021
Q4
$233K Hold
1,066
0.07% 177
2021
Q3
$222K Buy
+1,066
New +$222K 0.07% 182
2021
Q2
Sell
-1,864
Closed -$376K 186
2021
Q1
$376K Hold
1,864
0.12% 133
2020
Q4
$332K Sell
1,864
-1,603
-46% -$286K 0.11% 146
2020
Q3
$422K Buy
3,467
+665
+24% +$80.9K 0.19% 97
2020
Q2
$298K Buy
+2,802
New +$298K 0.14% 107