Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-555
Closed -$5K 1777
2021
Q4
$5K Buy
555
+82
+17% +$739 ﹤0.01% 1716
2021
Q3
$50K Sell
473
-327
-41% -$34.6K 0.03% 755
2021
Q2
$68K Buy
800
+449
+128% +$38.2K 0.04% 611
2021
Q1
$40K Buy
+351
New +$40K 0.07% 250