Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,782
Closed -$222K 260
2022
Q1
$222K Sell
1,782
-264
-13% -$32.9K 0.07% 238
2021
Q4
$304K Buy
2,046
+1
+0% +$149 0.1% 200
2021
Q3
$300K Hold
2,045
0.09% 222
2021
Q2
$340K Buy
2,045
+306
+18% +$50.9K 0.1% 214
2021
Q1
$280K Buy
+1,739
New +$280K 0.1% 206