Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,767
Closed -$316K 129
2022
Q1
$316K Sell
1,767
-270
-13% -$48.3K 0.12% 129
2021
Q4
$417K Buy
2,037
+75
+4% +$15.4K 0.17% 116
2021
Q3
$357K Hold
1,962
0.11% 122
2021
Q2
$369K Sell
1,962
-5
-0.3% -$940 0.12% 124
2021
Q1
$331K Buy
+1,967
New +$331K 0.11% 134