Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,135
Closed -$538K 163
2022
Q1
$538K Sell
3,135
-1,373
-30% -$236K 0.01% 157
2021
Q4
$751K Sell
4,508
-817
-15% -$136K 0.01% 148
2021
Q3
$893K Sell
5,325
-198
-4% -$33.2K 0.02% 138
2021
Q2
$846K Hold
5,523
0.02% 145
2021
Q1
$1.04M Buy
+5,523
New +$1.04M 0.02% 134