Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,117
Closed -$245K 94
2021
Q4
$245K Buy
1,117
+14
+1% +$3.07K 0.2% 95
2021
Q3
$229K Sell
1,103
-26
-2% -$5.4K 0.18% 128
2021
Q2
$232K Sell
1,129
-9
-0.8% -$1.85K 0.18% 136
2021
Q1
$230K Sell
1,138
-1,000
-47% -$202K 0.2% 141
2020
Q4
$380K Buy
+2,138
New +$380K 0.35% 76