Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,608
Closed -$353K 654
2021
Q4
$353K Sell
2,608
-954
-27% -$129K 0.03% 463
2021
Q3
$363K Sell
3,562
-100
-3% -$10.2K 0.03% 502
2021
Q2
$374K Sell
3,662
-450
-11% -$46K 0.03% 511
2021
Q1
$377K Buy
4,112
+14
+0.3% +$1.28K 0.03% 519
2020
Q4
$344K Buy
4,098
+342
+9% +$28.7K 0.03% 511
2020
Q3
$269K Hold
3,756
0.03% 512
2020
Q2
$245K Buy
+3,756
New +$245K 0.02% 607