Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-8,147
Closed -$1.89M 210
2021
Q4
$1.89M Buy
8,147
+685
+9% +$159K 0.21% 60
2021
Q3
$1.71M Buy
7,462
+497
+7% +$114K 0.21% 59
2021
Q2
$1.68M Hold
6,965
0.2% 59
2021
Q1
$1.38M Sell
6,965
-78
-1% -$15.5K 0.18% 62
2020
Q4
$1.24M Buy
+7,043
New +$1.24M 0.17% 69