Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,708
Closed -$212K 114
2022
Q1
$212K Sell
3,708
-1,565
-30% -$89.5K 0.28% 150
2021
Q4
$351K Buy
+5,273
New +$351K 0.63% 56
2021
Q3
Sell
-6,500
Closed -$456K 175
2021
Q2
$456K Buy
+6,500
New +$456K 0.82% 35
2021
Q1
Sell
-5,897
Closed -$296K 134
2020
Q4
$296K Buy
+5,897
New +$296K 0.53% 67