Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,295
Closed -$273K 121
2021
Q4
$273K Sell
2,295
-2,721
-54% -$324K 0.11% 112
2021
Q3
$743K Buy
5,016
+97
+2% +$14.4K 0.31% 72
2021
Q2
$1.12M Buy
4,919
+248
+5% +$56.3K 0.47% 46
2021
Q1
$1.06M Buy
+4,671
New +$1.06M 0.47% 47