Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-530
Closed -$220K 121
2021
Q4
$220K Buy
530
+2
+0.4% +$830 0.18% 103
2021
Q3
$262K Sell
528
-73
-12% -$36.2K 0.2% 119
2021
Q2
$218K Buy
601
+2
+0.3% +$725 0.17% 143
2021
Q1
$222K Sell
599
-398
-40% -$148K 0.19% 144
2020
Q4
$451K Buy
+997
New +$451K 0.42% 67