Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-53,917
Closed -$375K 108
2021
Q4
$375K Buy
53,917
+11,521
+27% +$80.1K 0.29% 57
2021
Q3
$379K Sell
42,396
-104,132
-71% -$931K 0.33% 50
2021
Q2
$1.79M Buy
146,528
+34,302
+31% +$420K 1.54% 23
2021
Q1
$1.66M Buy
+112,226
New +$1.66M 1.4% 26