Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,141
Closed -$410K 294
2021
Q4
$410K Sell
1,141
-614
-35% -$221K 0.13% 242
2021
Q3
$571K Sell
1,755
-475
-21% -$155K 0.19% 223
2021
Q2
$696K Sell
2,230
-185
-8% -$57.7K 0.2% 203
2021
Q1
$770K Buy
2,415
+1,296
+116% +$413K 0.22% 205
2020
Q4
$363K Buy
+1,119
New +$363K 0.11% 229