Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-8,093
Closed -$291K 276
2022
Q1
$291K Buy
8,093
+407
+5% +$14.6K 0.05% 208
2021
Q4
$361K Buy
7,686
+1,677
+28% +$78.8K 0.07% 187
2021
Q3
$444K Hold
6,009
0.09% 153
2021
Q2
$409K Buy
6,009
+740
+14% +$50.4K 0.09% 165
2021
Q1
$276K Sell
5,269
-1,494
-22% -$78.3K 0.07% 214
2020
Q4
$339K Sell
6,763
-3,914
-37% -$196K 0.08% 184
2020
Q3
$279K Buy
10,677
+1,577
+17% +$41.2K 0.07% 177
2020
Q2
$214K Buy
+9,100
New +$214K 0.06% 200