Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$292K Sell
1,299
-81
-6% -$18.2K 0.11% 115
2022
Q1
$496K Buy
1,380
+24
+2% +$8.63K 0.17% 86
2021
Q4
$478K Sell
1,356
-30
-2% -$10.6K 0.17% 85
2021
Q3
$366K Buy
1,386
+210
+18% +$55.5K 0.15% 107
2021
Q2
$266K Hold
1,176
0.11% 127
2021
Q1
$262K Buy
1,176
+81
+7% +$18K 0.12% 119
2020
Q4
$258K Buy
+1,095
New +$258K 0.14% 108