Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-397
Closed -$145K 525
2022
Q1
$145K Sell
397
-7
-2% -$2.56K 0.1% 197
2021
Q4
$174K Sell
404
-24
-6% -$10.3K 0.11% 180
2021
Q3
$143K Sell
428
-1
-0.2% -$334 0.1% 206
2021
Q2
$139K Buy
429
+34
+9% +$11K 0.09% 210
2021
Q1
$131K Buy
+395
New +$131K 0.1% 191
2019
Q4
Sell
-2,790
Closed -$445K 428
2019
Q3
$445K Buy
+2,790
New +$445K 0.44% 54