Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-5,100
Closed -$234K 260
2021
Q4
$234K Sell
5,100
-1,500
-23% -$68.8K 0.1% 170
2021
Q3
$281K Hold
6,600
0.14% 144
2021
Q2
$306K Buy
+6,600
New +$306K 0.26% 99