Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-7,281
Closed -$335K 688
2021
Q4
$335K Sell
7,281
-2,642
-27% -$122K 0.01% 548
2021
Q3
$469K Sell
9,923
-928
-9% -$43.9K 0.01% 528
2021
Q2
$525K Buy
10,851
+176
+2% +$8.52K 0.01% 506
2021
Q1
$455K Buy
10,675
+315
+3% +$13.4K 0.01% 514
2020
Q4
$427K Sell
10,360
-332
-3% -$13.7K 0.01% 493
2020
Q3
$313K Buy
10,692
+292
+3% +$8.55K 0.01% 516
2020
Q2
$278K Sell
10,400
-1,643
-14% -$43.9K 0.01% 530
2020
Q1
$203K Buy
+12,043
New +$203K 0.01% 554