Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-4,749
Closed -$309K 1322
2021
Q4
$309K Sell
4,749
-200
-4% -$13K ﹤0.01% 1041
2021
Q3
$457K Buy
4,949
+670
+16% +$61.9K ﹤0.01% 925
2021
Q2
$588K Sell
4,279
-1,267
-23% -$174K ﹤0.01% 841
2021
Q1
$736K Buy
5,546
+3,691
+199% +$490K ﹤0.01% 738
2020
Q4
$299K Sell
1,855
-39
-2% -$6.29K ﹤0.01% 964
2020
Q3
$122K Sell
1,894
-562
-23% -$36.2K ﹤0.01% 1119
2020
Q2
$124K Buy
+2,456
New +$124K ﹤0.01% 1112
2017
Q4
Sell
-85
Closed -$2K 2667
2017
Q3
$2K Buy
+85
New +$2K ﹤0.01% 2559