Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-5,485
Closed -$1.25M 961
2021
Q4
$1.25M Sell
5,485
-90
-2% -$20.5K 0.04% 341
2021
Q3
$1.75M Buy
5,575
+90
+2% +$28.2K 0.07% 177
2021
Q2
$2.52M Sell
5,485
-155
-3% -$71.2K 0.1% 125
2021
Q1
$1.84M Sell
5,640
-1,390
-20% -$453K 0.08% 176
2020
Q4
$2.33M Sell
7,030
-360
-5% -$120K 0.11% 129
2020
Q3
$1.4M Hold
7,390
0.07% 193
2020
Q2
$861K Buy
7,390
+2,805
+61% +$327K 0.05% 288
2020
Q1
$401K Buy
+4,585
New +$401K 0.02% 434