Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-15,905
Closed -$77K 201
2022
Q1
$77K Sell
15,905
-960
-6% -$4.65K 0.04% 194
2021
Q4
$155K Sell
16,865
-8,050
-32% -$74K 0.09% 176
2021
Q3
$370K Buy
24,915
+5,540
+29% +$82.3K 0.24% 94
2021
Q2
$319K Buy
+19,375
New +$319K 0.21% 113