Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-5,320
Closed -$268K 106
2021
Q4
$268K Sell
5,320
-34
-0.6% -$1.71K 0.02% 90
2021
Q3
$299K Sell
5,354
-337
-6% -$18.8K 0.02% 79
2021
Q2
$325K Hold
5,691
0.02% 75
2021
Q1
$308K Buy
+5,691
New +$308K 0.02% 72