Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,735
Closed -$216K 570
2022
Q1
$216K Sell
1,735
-95
-5% -$11.8K 0.01% 473
2021
Q4
$401K Sell
1,830
-183
-9% -$40.1K 0.03% 338
2021
Q3
$419K Buy
2,013
+47
+2% +$9.78K 0.03% 301
2021
Q2
$405K Buy
1,966
+25
+1% +$5.15K 0.04% 301
2021
Q1
$391K Sell
1,941
-215
-10% -$43.3K 0.04% 288
2020
Q4
$379K Sell
2,156
-151
-7% -$26.5K 0.05% 285
2020
Q3
$281K Buy
+2,307
New +$281K 0.04% 324