Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-6,614
Closed -$254K 548
2022
Q1
$254K Buy
+6,614
New +$254K 0.05% 429
2021
Q2
Sell
-9,952
Closed -$360K 1002
2021
Q1
$360K Sell
9,952
-14,382
-59% -$520K 0.12% 201
2020
Q4
$578K Buy
24,334
+17,256
+244% +$410K 0.09% 254
2020
Q3
$128K Buy
+7,078
New +$128K 0.08% 251
2020
Q2
Sell
-4,022
Closed -$43K 1093
2020
Q1
$43K Buy
+4,022
New +$43K 0.01% 797