Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-9,844
Closed -$472K 1541
2021
Q4
$472K Sell
9,844
-636
-6% -$30.5K 0.02% 620
2021
Q3
$417K Buy
10,480
+1,050
+11% +$41.8K 0.01% 773
2021
Q2
$462K Buy
9,430
+174
+2% +$8.53K 0.02% 525
2021
Q1
$397K Buy
+9,256
New +$397K 0.01% 809