Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-6,542
Closed -$233K 126
2022
Q1
$233K Sell
6,542
-100
-2% -$3.56K 0.18% 113
2021
Q4
$278K Sell
6,642
-431
-6% -$18K 0.2% 99
2021
Q3
$317K Buy
7,073
+950
+16% +$42.6K 0.26% 81
2021
Q2
$307K Buy
6,123
+425
+7% +$21.3K 0.25% 80
2021
Q1
$311K Sell
5,698
-290
-5% -$15.8K 0.35% 78
2020
Q4
$305K Sell
5,988
-369
-6% -$18.8K 0.36% 69
2020
Q3
$232K Sell
6,357
-160
-2% -$5.84K 0.29% 82
2020
Q2
$210K Buy
+6,517
New +$210K 0.26% 85