Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-616
Closed -$25K 457
2022
Q1
$25K Sell
616
-74
-11% -$3K 0.01% 238
2021
Q4
$51K Sell
690
-691
-50% -$51.1K 0.01% 164
2021
Q3
$143K Buy
+1,381
New +$143K 0.05% 90