Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-4,755
Closed -$209K 239
2021
Q4
$209K Sell
4,755
-197
-4% -$8.66K 0.03% 215
2021
Q3
$208K Buy
4,952
+62
+1% +$2.6K 0.03% 205
2021
Q2
$233K Sell
4,890
-1,184
-19% -$56.4K 0.03% 194
2021
Q1
$280K Sell
6,074
-4,094
-40% -$189K 0.04% 186
2020
Q4
$355K Sell
10,168
-501
-5% -$17.5K 0.05% 164
2020
Q3
$207K Hold
10,669
0.04% 173
2020
Q2
$200K Buy
+10,669
New +$200K 0.04% 172
2014
Q1
Sell
-4,933
Closed -$207K 238
2013
Q4
$207K Sell
4,933
-1,854
-27% -$77.8K 0.06% 213
2013
Q3
$228K Buy
+6,787
New +$228K 0.06% 211