Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,376
Closed -$262K 485
2022
Q1
$262K Sell
2,376
-6,702
-74% -$739K 0.07% 327
2021
Q4
$1.25M Buy
+9,078
New +$1.25M 0.34% 88
2021
Q3
Sell
-2,390
Closed -$438K 464
2021
Q2
$438K Buy
+2,390
New +$438K 0.12% 249
2019
Q2
Sell
-614
Closed -$32K 352
2019
Q1
$32K Buy
+614
New +$32K 0.08% 272