Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-747
Closed -$268K 130
2022
Q1
$268K Sell
747
-75
-9% -$26.9K 0.03% 110
2021
Q4
$290K Buy
+822
New +$290K 0.03% 108
2021
Q2
Sell
-942
Closed -$210K 104
2021
Q1
$210K Buy
942
+12
+1% +$2.68K 0.02% 98
2020
Q4
$219K Buy
+930
New +$219K 0.02% 91