Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-7,562
Closed -$317K 467
2021
Q4
$317K Sell
7,562
-969
-11% -$40.6K 0.06% 298
2021
Q3
$382K Sell
8,531
-7,316
-46% -$328K 0.07% 232
2021
Q2
$794K Buy
15,847
+2,700
+21% +$135K 0.14% 122
2021
Q1
$717K Buy
13,147
+2,166
+20% +$118K 0.15% 116
2020
Q4
$560K Buy
+10,981
New +$560K 0.12% 123
2020
Q1
Sell
-10,104
Closed -$300K 181
2019
Q4
$300K Buy
+10,104
New +$300K 0.1% 132