Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,095
Closed -$255K 173
2021
Q4
$255K Sell
1,095
-230
-17% -$53.6K 0.08% 126
2021
Q3
$415K Hold
1,325
0.14% 82
2021
Q2
$609K Sell
1,325
-37
-3% -$17K 0.2% 58
2021
Q1
$444K Sell
1,362
-7
-0.5% -$2.28K 0.18% 71
2020
Q4
$455K Buy
+1,369
New +$455K 0.19% 65