Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,904
Closed -$237K 223
2022
Q1
$237K Sell
3,904
-30
-0.8% -$1.82K 0.05% 256
2021
Q4
$257K Sell
3,934
-1,612
-29% -$105K 0.06% 240
2021
Q3
$513K Sell
5,546
-55
-1% -$5.09K 0.1% 151
2021
Q2
$772K Sell
5,601
-342
-6% -$47.1K 0.18% 79
2021
Q1
$790K Buy
5,943
+3,910
+192% +$520K 0.21% 78
2020
Q4
$330K Buy
+2,033
New +$330K 0.11% 137