Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,965
Closed -$200K 618
2021
Q4
$200K Sell
1,965
-690
-26% -$70.2K 0.02% 639
2021
Q3
$228K Hold
2,655
0.02% 659
2021
Q2
$242K Sell
2,655
-400
-13% -$36.5K 0.02% 647
2021
Q1
$278K Buy
3,055
+52
+2% +$4.73K 0.02% 618
2020
Q4
$232K Buy
+3,003
New +$232K 0.02% 646