Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-12,186
Closed -$83K 1039
2022
Q1
$83K Sell
12,186
-5,156
-30% -$35.1K 0.01% 881
2021
Q4
$150K Sell
17,342
-8,900
-34% -$77K 0.01% 792
2021
Q3
$239K Buy
26,242
+1,842
+8% +$16.8K 0.02% 646
2021
Q2
$227K Sell
24,400
-2,157
-8% -$20.1K 0.02% 677
2021
Q1
$179K Buy
26,557
+2,402
+10% +$16.2K 0.01% 710
2020
Q4
$166K Buy
24,155
+7,600
+46% +$52.2K 0.01% 626
2020
Q3
$93K Buy
+16,555
New +$93K 0.01% 677