Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-114
Closed -$674K 759
2021
Q4
$674K Buy
114
+4
+4% +$23.6K 0.07% 312
2021
Q3
$527K Buy
+110
New +$527K 0.06% 369
2018
Q3
Sell
-82
Closed -$244K 458
2018
Q2
$244K Buy
82
+8
+11% +$23.8K 0.07% 328
2018
Q1
$207K Buy
+74
New +$207K 0.05% 412