Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-6,300
Closed -$351K 279
2022
Q1
$351K Sell
6,300
-8,200
-57% -$457K 0.1% 157
2021
Q4
$919K Sell
14,500
-17,300
-54% -$1.1M 0.39% 81
2021
Q3
$1.73M Hold
31,800
0.84% 38
2021
Q2
$1.69M Buy
+31,800
New +$1.69M 1.41% 20