Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,318
Closed -$301K 179
2022
Q1
$301K Sell
3,318
-2
-0.1% -$181 0.04% 142
2021
Q4
$337K Buy
3,320
+1,451
+78% +$147K 0.04% 137
2021
Q3
$197K Buy
1,869
+165
+10% +$17.4K 0.03% 146
2021
Q2
$195K Hold
1,704
0.02% 141
2021
Q1
$195K Buy
1,704
+276
+19% +$31.6K 0.02% 135
2020
Q4
$142K Buy
+1,428
New +$142K 0.02% 130