Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-10,096
Closed -$476K 102
2021
Q4
$476K Sell
10,096
-1,428
-12% -$67.3K 0.12% 66
2021
Q3
$455K Sell
11,524
-167
-1% -$6.59K 0.12% 70
2021
Q2
$447K Buy
11,691
+200
+2% +$7.65K 0.11% 76
2021
Q1
$441K Buy
11,491
+3,991
+53% +$153K 0.12% 71
2020
Q4
$233K Buy
+7,500
New +$233K 0.06% 101