Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-35
Closed -$207K 89
2021
Q4
$207K Sell
35
-10
-22% -$59.1K 0.04% 61
2021
Q3
$216K Hold
45
0.05% 53
2021
Q2
$224K Sell
45
-15
-25% -$74.7K 0.05% 44
2021
Q1
$283K Hold
60
0.06% 40
2020
Q4
$245K Buy
60
+10
+20% +$40.8K 0.04% 36
2020
Q3
$204K Buy
+50
New +$204K 0.03% 50