Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,024
Closed -$252K 171
2022
Q1
$252K Sell
2,024
-85
-4% -$10.6K 0.04% 444
2021
Q4
$462K Sell
2,109
-1,467
-41% -$321K 0.06% 307
2021
Q3
$744K Hold
3,576
0.06% 304
2021
Q2
$736K Sell
3,576
-457
-11% -$94.1K 0.06% 309
2021
Q1
$813K Sell
4,033
-340
-8% -$68.5K 0.06% 300
2020
Q4
$778K Buy
4,373
+539
+14% +$95.9K 0.05% 312
2020
Q3
$466K Buy
3,834
+1,077
+39% +$131K 0.04% 380
2020
Q2
$293K Buy
+2,757
New +$293K 0.04% 405