Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-469
Closed -$266K 158
2021
Q4
$266K Buy
469
+5
+1% +$2.84K 0.02% 165
2021
Q3
$268K Sell
464
-14
-3% -$8.09K 0.02% 172
2021
Q2
$279K Hold
478
0.02% 170
2021
Q1
$227K Sell
478
-102
-18% -$48.4K 0.02% 170
2020
Q4
$291K Sell
580
-25
-4% -$12.5K 0.03% 178
2020
Q3
$297K Buy
+605
New +$297K 0.02% 177