Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,011
Closed -$233K 79
2022
Q1
$233K Buy
2,011
+309
+18% +$35.8K 0.12% 76
2021
Q4
$321K Buy
1,702
+673
+65% +$127K 0.16% 63
2021
Q3
$268K Buy
1,029
+303
+42% +$78.9K 0.16% 65
2021
Q2
$212K Buy
+726
New +$212K 0.13% 74