Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-433
Closed -$246K 116
2021
Q4
$246K Buy
433
+33
+8% +$18.7K 0.04% 80
2021
Q3
$230K Sell
400
-50
-11% -$28.8K 0.05% 46
2021
Q2
$264K Sell
450
-26
-5% -$15.3K 0.05% 46
2021
Q1
$226K Sell
476
-174
-27% -$82.6K 0.04% 49
2020
Q4
$325K Buy
+650
New +$325K 0.07% 40