Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,780
Closed -$372K 57
2022
Q1
$372K Sell
1,780
-245
-12% -$51.2K 0.22% 49
2021
Q4
$496K Sell
2,025
-378
-16% -$92.6K 0.29% 42
2021
Q3
$478K Sell
2,403
-200
-8% -$39.8K 0.31% 43
2021
Q2
$486K Hold
2,603
0.33% 39
2021
Q1
$543K Hold
2,603
0.42% 40
2020
Q4
$458K Buy
+2,603
New +$458K 0.39% 42