Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-9,339
Closed -$404K 911
2022
Q1
$404K Buy
9,339
+4,113
+79% +$178K ﹤0.01% 666
2021
Q4
$240K Sell
5,226
-404
-7% -$18.6K ﹤0.01% 776
2021
Q3
$266K Sell
5,630
-2,394
-30% -$113K ﹤0.01% 746
2021
Q2
$388K Hold
8,024
﹤0.01% 667
2021
Q1
$342K Sell
8,024
-1,630
-17% -$69.5K ﹤0.01% 654
2020
Q4
$398K Buy
9,654
+1,185
+14% +$48.9K ﹤0.01% 592
2020
Q3
$248K Buy
+8,469
New +$248K ﹤0.01% 603