Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-6,642
Closed -$237K 285
2022
Q1
$237K Buy
6,642
+1,308
+25% +$46.7K 0.05% 257
2021
Q4
$234K Buy
5,334
+258
+5% +$11.3K 0.05% 257
2021
Q3
$214K Buy
5,076
+123
+2% +$5.19K 0.04% 348
2021
Q2
$236K Sell
4,953
-2,668
-35% -$127K 0.05% 277
2021
Q1
$351K Buy
7,621
+77
+1% +$3.55K 0.09% 169
2020
Q4
$263K Buy
+7,544
New +$263K 0.08% 168