Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,961
Closed -$429K 881
2021
Q4
$429K Sell
1,961
-800
-29% -$175K 0.01% 599
2021
Q3
$574K Buy
2,761
+511
+23% +$106K 0.01% 526
2021
Q2
$463K Sell
2,250
-200
-8% -$41.2K 0.01% 553
2021
Q1
$494K Sell
2,450
-1,020
-29% -$206K 0.01% 510
2020
Q4
$617K Hold
3,470
0.01% 413
2020
Q3
$422K Buy
3,470
+970
+39% +$118K 0.01% 465
2020
Q2
$266K Buy
+2,500
New +$266K 0.01% 527