Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,218
Closed -$73K 69
2022
Q1
$73K Sell
1,218
-615
-34% -$36.9K 0.02% 67
2021
Q4
$273K Sell
1,833
-210
-10% -$31.3K 0.07% 59
2021
Q3
$401K Sell
2,043
-5
-0.2% -$981 0.13% 23
2021
Q2
$890K Buy
+2,048
New +$890K 0.29% 19