Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-400
Closed -$214K 190
2021
Q4
$214K Buy
+400
New +$214K 0.3% 106
2021
Q3
Sell
-820
Closed -$557K 191
2021
Q2
$557K Buy
820
+20
+3% +$13.6K 0.71% 42
2021
Q1
$477K Buy
+800
New +$477K 0.57% 48
2020
Q2
Sell
-3,501
Closed -$635K 175
2020
Q1
$635K Buy
+3,501
New +$635K 0.67% 29
2019
Q1
Sell
-300
Closed -$36K 533
2018
Q4
$36K Buy
+300
New +$36K 0.04% 337