Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-6,620
Closed -$239K 1154
2022
Q1
$239K Sell
6,620
-268
-4% -$9.68K ﹤0.01% 1074
2021
Q4
$528K Buy
6,888
+1,215
+21% +$93.1K ﹤0.01% 838
2021
Q3
$545K Sell
5,673
-356
-6% -$34.2K ﹤0.01% 802
2021
Q2
$643K Sell
6,029
-20
-0.3% -$2.13K ﹤0.01% 735
2021
Q1
$542K Buy
6,049
+994
+20% +$89.1K ﹤0.01% 786
2020
Q4
$508K Buy
+5,055
New +$508K ﹤0.01% 765