Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,183
Closed -$270K 230
2021
Q4
$270K Sell
1,183
-112
-9% -$25.6K 0.07% 182
2021
Q3
$406K Buy
1,295
+14
+1% +$4.39K 0.12% 138
2021
Q2
$588K Buy
1,281
+66
+5% +$30.3K 0.19% 108
2021
Q1
$396K Buy
1,215
+84
+7% +$27.4K 0.14% 136
2020
Q4
$376K Buy
1,131
+66
+6% +$21.9K 0.14% 122
2020
Q3
$201K Buy
+1,065
New +$201K 0.09% 145