Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-6,131
Closed -$362K 380
2021
Q4
$362K Hold
6,131
0.22% 102
2021
Q3
$418K Buy
+6,131
New +$418K 0.24% 94
2020
Q4
Sell
-10,305
Closed -$565K 105
2020
Q3
$565K Sell
10,305
-1,275
-11% -$69.9K 1.27% 20
2020
Q2
$518K Buy
+11,580
New +$518K 1.23% 22