Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,025
Closed -$220K 161
2022
Q1
$220K Sell
2,025
-830
-29% -$90.2K 0.1% 155
2021
Q4
$339K Hold
2,855
0.15% 125
2021
Q3
$423K Buy
2,855
+400
+16% +$59.3K 0.21% 112
2021
Q2
$557K Buy
2,455
+1,126
+85% +$255K 0.28% 97
2021
Q1
$301K Buy
1,329
+400
+43% +$90.6K 0.16% 125
2020
Q4
$216K Buy
+929
New +$216K 0.12% 142