Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-20,996
Closed -$237K 99
2021
Q4
$237K Sell
20,996
-36,928
-64% -$417K 0.03% 77
2021
Q3
$677K Sell
57,924
-39,563
-41% -$462K 0.09% 56
2021
Q2
$1.03M Sell
97,487
-21,249
-18% -$225K 0.15% 41
2021
Q1
$1.44M Sell
118,736
-9,662
-8% -$117K 0.28% 33
2020
Q4
$1.61M Buy
128,398
+5,992
+5% +$74.9K 0.31% 13
2020
Q3
$1.93M Buy
+122,406
New +$1.93M 0.29% 21