Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-9,286
Closed -$294K 213
2021
Q4
$294K Sell
9,286
-20,075
-68% -$636K 0.03% 162
2021
Q3
$1.05M Sell
29,361
-390
-1% -$13.9K 0.11% 94
2021
Q2
$1.58M Buy
29,751
+5,100
+21% +$271K 0.16% 77
2021
Q1
$961K Buy
24,651
+6,931
+39% +$270K 0.12% 86
2020
Q4
$864K Buy
+17,720
New +$864K 0.12% 82