Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,780
Closed -$221K 136
2022
Q1
$221K Buy
1,780
+650
+58% +$80.7K 0.11% 130
2021
Q4
$247K Sell
1,130
-50
-4% -$10.9K 0.12% 122
2021
Q3
$245K Sell
1,180
-349
-23% -$72.5K 0.13% 117
2021
Q2
$315K Buy
+1,529
New +$315K 0.16% 109