Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,832
Closed -$600K 144
2021
Q4
$600K Sell
2,832
-3,682
-57% -$780K 0.13% 93
2021
Q3
$984K Sell
6,514
-511
-7% -$77.2K 0.24% 75
2021
Q2
$1.02M Sell
7,025
-3,603
-34% -$521K 0.25% 72
2021
Q1
$1.32M Sell
10,628
-1,612
-13% -$200K 0.33% 57
2020
Q4
$1.74M Hold
12,240
0.43% 54
2020
Q3
$1.28M Buy
+12,240
New +$1.28M 0.34% 59