Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-974
Closed -$256K 284
2021
Q4
$256K Buy
974
+181
+23% +$47.6K 0.02% 251
2021
Q3
$253K Sell
793
-75
-9% -$23.9K 0.02% 238
2021
Q2
$342 Hold
868
0.03% 212
2021
Q1
$296K Buy
868
+79
+10% +$26.9K 0.03% 217
2020
Q4
$267K Sell
789
-54
-6% -$18.3K 0.03% 198
2020
Q3
$208K Buy
+843
New +$208K 0.03% 197