Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,093
Closed -$201K 902
2021
Q4
$201K Buy
1,093
+63
+6% +$11.6K 0.01% 777
2021
Q3
$269K Buy
1,030
+10
+1% +$2.61K 0.02% 638
2021
Q2
$395K Buy
1,020
+78
+8% +$30.2K 0.03% 493
2021
Q1
$301K Sell
942
-660
-41% -$211K 0.02% 533
2020
Q4
$541K Sell
1,602
-55
-3% -$18.6K 0.05% 347
2020
Q3
$779K Buy
1,657
+30
+2% +$14.1K 0.07% 249
2020
Q2
$414K Sell
1,627
-113
-6% -$28.8K 0.04% 357
2020
Q1
$255K Buy
+1,740
New +$255K 0.04% 428