Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,050
Closed -$237K 282
2022
Q1
$237K Sell
2,050
-228
-10% -$26.4K 0.01% 259
2021
Q4
$430K Buy
2,278
+350
+18% +$66.1K 0.01% 234
2021
Q3
$502K Buy
1,928
+160
+9% +$41.7K 0.02% 221
2021
Q2
$515K Hold
1,768
0.02% 219
2021
Q1
$429K Buy
1,768
+240
+16% +$58.2K 0.01% 227
2020
Q4
$358K Hold
1,528
0.01% 226
2020
Q3
$301K Sell
1,528
-50
-3% -$9.85K 0.01% 217
2020
Q2
$275K Buy
+1,578
New +$275K 0.01% 215