Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-10,497
Closed -$381K 286
2022
Q1
$381K Sell
10,497
-17,900
-63% -$650K 0.11% 152
2021
Q4
$1.07M Sell
28,397
-52,103
-65% -$1.96M 0.45% 71
2021
Q3
$2.2M Hold
80,500
1.07% 27
2021
Q2
$2.43M Buy
+80,500
New +$2.43M 2.03% 9