Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,348
Closed -$295K 719
2021
Q4
$295K Buy
1,348
+174
+15% +$38.1K ﹤0.01% 587
2021
Q3
$244K Sell
1,174
-89
-7% -$18.5K ﹤0.01% 618
2021
Q2
$260K Sell
1,263
-1,303
-51% -$268K ﹤0.01% 611
2021
Q1
$517K Buy
+2,566
New +$517K 0.01% 507