Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-20,605
Closed -$196K 73
2021
Q4
$196K Sell
20,605
-624
-3% -$5.94K 0.08% 54
2021
Q3
$273K Sell
21,229
-11,012
-34% -$142K 0.13% 47
2021
Q2
$526K Sell
32,241
-30,564
-49% -$499K 0.2% 43
2021
Q1
$967K Sell
62,805
-76,718
-55% -$1.18M 0.42% 29
2020
Q4
$2.21M Buy
139,523
+34,432
+33% +$546K 0.97% 20
2020
Q3
$1.31M Buy
105,091
+70,236
+202% +$872K 0.61% 23
2020
Q2
$300K Buy
+34,855
New +$300K 0.14% 29