Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-4,138
Closed -$366K 72
2021
Q4
$366K Sell
4,138
-342
-8% -$30.2K 0.29% 57
2021
Q3
$380K Sell
4,480
-4
-0.1% -$339 0.31% 53
2021
Q2
$406K Hold
4,484
0.35% 55
2021
Q1
$373K Buy
+4,484
New +$373K 0.34% 53