Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,703
Closed -$229K 129
2022
Q1
$229K Sell
1,703
-1,395
-45% -$188K 0.04% 72
2021
Q4
$516K Buy
3,098
+1,175
+61% +$196K 0.08% 58
2021
Q3
$279K Sell
1,923
-125
-6% -$18.1K 0.06% 40
2021
Q2
$316K Sell
2,048
-91
-4% -$14K 0.06% 38
2021
Q1
$284K Buy
2,139
+80
+4% +$10.6K 0.06% 43
2020
Q4
$291K Buy
+2,059
New +$291K 0.06% 47