Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-9,190
Closed -$333K 827
2022
Q1
$333K Sell
9,190
-600
-6% -$21.7K 0.02% 680
2021
Q4
$301K Hold
9,790
0.02% 744
2021
Q3
$666K Hold
9,790
0.04% 465
2021
Q2
$814K Sell
9,790
-490
-5% -$40.7K 0.05% 405
2021
Q1
$881K Sell
10,280
-33
-0.3% -$2.83K 0.06% 348
2020
Q4
$932K Sell
10,313
-187
-2% -$16.9K 0.07% 326
2020
Q3
$750K Buy
10,500
+450
+4% +$32.1K 0.07% 319
2020
Q2
$676K Sell
10,050
-50
-0.5% -$3.36K 0.07% 301
2020
Q1
$361K Hold
10,100
0.05% 365
2019
Q4
$383K Buy
+10,100
New +$383K 0.04% 411