Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,227
Closed -$277K 494
2022
Q1
$277K Sell
2,227
-667
-23% -$83K 0.03% 473
2021
Q4
$634K Sell
2,894
-1,057
-27% -$232K 0.05% 313
2021
Q3
$821K Hold
3,951
0.06% 290
2021
Q2
$814K Sell
3,951
-618
-14% -$127K 0.06% 301
2021
Q1
$922K Buy
4,569
+234
+5% +$47.2K 0.06% 287
2020
Q4
$772K Buy
4,335
+481
+12% +$85.7K 0.06% 295
2020
Q3
$469K Sell
3,854
-985
-20% -$120K 0.05% 356
2020
Q2
$514K Buy
+4,839
New +$514K 0.05% 375