Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-401
Closed -$21.1K 865
2022
Q1
$21.1K Sell
401
-406
-50% -$21.4K 0.01% 659
2021
Q4
$55.3K Sell
807
-3,419
-81% -$234K 0.01% 479
2021
Q3
$320K Buy
4,226
+2,855
+208% +$216K 0.08% 262
2021
Q2
$133K Sell
1,371
-2,951
-68% -$285K 0.03% 499
2021
Q1
$383K Buy
4,322
+538
+14% +$47.7K 0.11% 178
2020
Q4
$363K Buy
3,784
+1,961
+108% +$188K 0.11% 219
2020
Q3
$111K Buy
+1,823
New +$111K 0.03% 275