Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$363K Sell
5,571
-295
-5% -$19.2K 0.21% 117
2022
Q1
$451K Sell
5,866
-2,249
-28% -$173K 0.13% 201
2021
Q4
$628K Sell
8,115
-3,484
-30% -$269K 0.15% 148
2021
Q3
$732K Sell
11,599
-2,618
-18% -$165K 0.18% 124
2021
Q2
$889K Buy
+14,217
New +$889K 0.2% 99