Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,742
Closed -$304K 437
2022
Q1
$304K Hold
2,742
0.01% 310
2021
Q4
$384K Hold
2,742
0.02% 275
2021
Q3
$370K Hold
2,742
0.02% 269
2021
Q2
$385K Hold
2,742
0.02% 272
2021
Q1
$337K Hold
2,742
0.02% 281
2020
Q4
$358K Sell
2,742
-585
-18% -$76.4K 0.02% 256
2020
Q3
$518K Hold
3,327
0.03% 227
2020
Q2
$466K Hold
3,327
0.03% 227
2020
Q1
$368K Hold
3,327
0.02% 226
2019
Q4
$446K Buy
+3,327
New +$446K 0.02% 231