Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$399K Sell
5,025
-557
-10% -$44.2K 0.01% 711
2021
Q4
$460K Sell
5,582
-361
-6% -$29.7K 0.02% 643
2021
Q3
$492K Buy
5,943
+595
+11% +$49.3K 0.02% 567
2021
Q2
$398K Buy
5,348
+54
+1% +$4.02K 0.01% 736
2021
Q1
$400K Buy
+5,294
New +$400K 0.01% 716