Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-35
Closed -$5K 233
2022
Q1
$5K Buy
+35
New +$5K ﹤0.01% 344
2020
Q4
Sell
-1,851
Closed -$215K 92
2020
Q3
$215K Buy
1,851
+23
+1% +$2.67K 0.12% 86
2020
Q2
$211K Sell
1,828
-434
-19% -$50.1K 0.13% 88
2020
Q1
$240K Buy
2,262
+29
+1% +$3.08K 0.18% 77
2019
Q4
$286K Buy
+2,233
New +$286K 0.17% 85