Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-6,796
Closed -$390K 358
2022
Q1
$390K Buy
6,796
+427
+7% +$24.5K 0.02% 245
2021
Q4
$382K Sell
6,369
-1,228
-16% -$73.7K 0.01% 202
2021
Q3
$402K Sell
7,597
-3,304
-30% -$175K 0.01% 210
2021
Q2
$534K Buy
10,901
+456
+4% +$22.3K 0.02% 199
2021
Q1
$458K Buy
+10,445
New +$458K 0.02% 183