Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,852
Closed -$433K 125
2021
Q4
$433K Sell
1,852
-604
-25% -$141K 0.35% 71
2021
Q3
$553K Sell
2,456
-186
-7% -$41.9K 0.43% 52
2021
Q2
$728K Sell
2,642
-48
-2% -$13.2K 0.56% 38
2021
Q1
$721K Sell
2,690
-2,153
-44% -$577K 0.62% 43
2020
Q4
$1.52M Buy
+4,843
New +$1.52M 1.42% 16