Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-862
Closed -$15K 127
2022
Q1
$15K Buy
862
+495
+135% +$8.6K ﹤0.01% 141
2021
Q4
$13K Buy
+367
New +$13K ﹤0.01% 137
2021
Q2
Sell
-10,375
Closed -$698K 89
2021
Q1
$698K Sell
10,375
-92,925
-90% -$6.25M 0.05% 56
2020
Q4
$9.03M Sell
103,300
-148,600
-59% -$13M 1.38% 17
2020
Q3
$23.6M Buy
+251,900
New +$23.6M 6.84% 6