Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-17,295
Closed -$355K 436
2022
Q1
$355K Sell
17,295
-1,930
-10% -$39.6K 0.07% 276
2021
Q4
$486K Buy
19,225
+130
+0.7% +$3.29K 0.09% 204
2021
Q3
$422K Buy
19,095
+2,860
+18% +$63.2K 0.07% 214
2021
Q2
$316K Sell
16,235
-1,275
-7% -$24.8K 0.06% 253
2021
Q1
$371K Buy
17,510
+2,145
+14% +$45.4K 0.08% 210
2020
Q4
$311K Buy
+15,365
New +$311K 0.07% 209