Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,383
Closed -$209K 123
2022
Q1
$209K Sell
2,383
-648
-21% -$56.8K 0.09% 115
2021
Q4
$238K Sell
3,031
-302
-9% -$23.7K 0.1% 115
2021
Q3
$262K Buy
3,333
+2
+0.1% +$157 0.11% 112
2021
Q2
$259K Sell
3,331
-526
-14% -$40.9K 0.11% 114
2021
Q1
$304K Buy
+3,857
New +$304K 0.13% 109