Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-559
Closed -$255K 99
2022
Q1
$255K Sell
559
-99
-15% -$45.2K 0.11% 93
2021
Q4
$373K Sell
658
-827
-56% -$469K 0.18% 68
2021
Q3
$855K Buy
1,485
+172
+13% +$99K 0.42% 28
2021
Q2
$769K Buy
1,313
+229
+21% +$134K 0.45% 27
2021
Q1
$515K Buy
1,084
+605
+126% +$287K 0.32% 37
2020
Q4
$240K Buy
+479
New +$240K 0.17% 69