Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-20,049
Closed -$1.58M 455
2021
Q4
$1.58M Hold
20,049
0.01% 439
2021
Q3
$1.63M Sell
20,049
-9,579
-32% -$779K 0.01% 303
2021
Q2
$2.3M Hold
29,628
0.03% 258
2021
Q1
$2.33M Hold
29,628
0.04% 238
2020
Q4
$2.2M Buy
+29,628
New +$2.2M 0.04% 304