Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-50,989
Closed -$240K 1699
2021
Q4
$240K Sell
50,989
-51,911
-50% -$244K 0.01% 944
2021
Q3
$492K Sell
102,900
-400
-0.4% -$1.91K 0.02% 587
2021
Q2
$696K Buy
+103,300
New +$696K 0.02% 646