Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,432
Closed -$179K 280
2022
Q1
$179K Buy
1,432
+16
+1% +$2K 0.12% 82
2021
Q4
$210K Sell
1,416
-133
-9% -$19.7K 0.14% 75
2021
Q3
$227K Buy
1,549
+133
+9% +$19.5K 0.17% 63
2021
Q2
$235K Sell
1,416
-289
-17% -$48K 0.18% 56
2021
Q1
$275K Hold
1,705
0.23% 45
2020
Q4
$249K Buy
+1,705
New +$249K 0.22% 46