Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-10,736
Closed -$518K 657
2022
Q1
$518K Hold
10,736
0.01% 614
2021
Q4
$668K Sell
10,736
-1,150
-10% -$71.6K 0.01% 593
2021
Q3
$1.05M Buy
11,886
+4,189
+54% +$371K 0.02% 554
2021
Q2
$943K Buy
7,697
+671
+10% +$82.2K 0.02% 579
2021
Q1
$923K Buy
7,026
+1,063
+18% +$140K 0.02% 563
2020
Q4
$811K Buy
+5,963
New +$811K 0.03% 543