Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-11,723
Closed -$209K 184
2022
Q1
$209K Buy
11,723
+298
+3% +$5.31K 0.14% 155
2021
Q4
$212K Buy
11,425
+1,523
+15% +$28.3K 0.14% 158
2021
Q3
$202K Sell
9,902
-5,724
-37% -$117K 0.15% 161
2021
Q2
$339K Buy
15,626
+3,742
+31% +$81.2K 0.26% 112
2021
Q1
$271K Buy
+11,884
New +$271K 0.23% 118