Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-11,015
Closed -$146K 112
2022
Q1
$146K Sell
11,015
-250
-2% -$3.31K 0.13% 104
2021
Q4
$197K Sell
11,265
-2,000
-15% -$35K 0.17% 104
2021
Q3
$371K Buy
+13,265
New +$371K 0.35% 59
2021
Q1
$319K Buy
+7,675
New +$319K 0.31% 68