Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,799
Closed -$208K 180
2022
Q1
$208K Sell
1,799
-1,344
-43% -$155K 0.14% 159
2021
Q4
$593K Buy
3,143
+743
+31% +$140K 0.39% 75
2021
Q3
$624K Sell
2,400
-6
-0.2% -$1.56K 0.46% 59
2021
Q2
$701K Buy
2,406
+426
+22% +$124K 0.53% 49
2021
Q1
$480K Buy
1,980
+609
+44% +$148K 0.41% 73
2020
Q4
$321K Buy
+1,371
New +$321K 0.31% 88