Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-236
Closed -$106K 346
2021
Q4
$106K Buy
236
+7
+3% +$3.14K 0.02% 269
2021
Q3
$153K Buy
+229
New +$153K 0.02% 246
2021
Q2
Sell
-204
Closed -$394K 374
2021
Q1
$394K Sell
204
-37
-15% -$71.5K 0.04% 177
2020
Q4
$418K Buy
+241
New +$418K 0.09% 123