Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-6,045
Closed -$218K 202
2022
Q1
$218K Sell
6,045
-1,551
-20% -$55.9K 0.05% 193
2021
Q4
$357K Buy
7,596
+205
+3% +$9.64K 0.08% 157
2021
Q3
$546K Buy
7,391
+218
+3% +$16.1K 0.13% 128
2021
Q2
$489K Buy
7,173
+775
+12% +$52.8K 0.12% 127
2021
Q1
$335K Buy
+6,398
New +$335K 0.09% 131