Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-8,000
Closed -$265K 198
2022
Q1
$265K Hold
8,000
0.07% 180
2021
Q4
$237K Sell
8,000
-14,728
-65% -$436K 0.06% 190
2021
Q3
$647K Sell
22,728
-18,000
-44% -$512K 0.18% 111
2021
Q2
$1.21M Hold
40,728
0.33% 103
2021
Q1
$1.04M Hold
40,728
0.31% 105
2020
Q4
$973K Sell
40,728
-5,865
-13% -$140K 0.3% 106
2020
Q3
$733K Buy
+46,593
New +$733K 0.27% 100