Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-594
Closed -$30K 1230
2022
Q1
$30K Buy
+594
New +$30K 0.02% 64
2021
Q4
Sell
-1,889
Closed -$102K 365
2021
Q3
$102K Buy
1,889
+16
+0.9% +$864 0.06% 53
2021
Q2
$105K Sell
1,873
-1,795
-49% -$101K 0.07% 53
2021
Q1
$213K Buy
+3,668
New +$213K 0.14% 47