Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,860
Closed -$324K 227
2021
Q4
$324K Sell
1,860
-120
-6% -$20.9K 0.11% 178
2021
Q3
$312K Sell
1,980
-50
-2% -$7.88K 0.11% 175
2021
Q2
$316K Sell
2,030
-144
-7% -$22.4K 0.11% 174
2021
Q1
$300K Sell
2,174
-26
-1% -$3.59K 0.12% 171
2020
Q4
$285K Buy
+2,200
New +$285K 0.12% 157
2020
Q3
Sell
-2,582
Closed -$201K 182
2020
Q2
$201K Buy
+2,582
New +$201K 0.11% 163