Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,068
Closed -$247K 331
2022
Q1
$247K Buy
+1,068
New +$247K 0.05% 279
2020
Q3
Sell
-414
Closed -$59K 601
2020
Q2
$59K Hold
414
0.03% 353
2020
Q1
$45K Sell
414
-50
-11% -$5.44K 0.03% 348
2019
Q4
$72K Buy
+464
New +$72K 0.04% 300