Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$581K Sell
130
-17
-12% -$76K 0.87% 62
2021
Q4
$869K Buy
+147
New +$869K 0.87% 64
2020
Q3
$735K Buy
+180
New +$735K 2.19% 17
2020
Q2
Sell
-250
Closed -$642K 78
2020
Q1
$642K Buy
+250
New +$642K 1.02% 50