Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$280K Sell
2,249
-1,646
-42% -$205K 0.22% 46
2021
Q4
$853K Buy
3,895
+16
+0.4% +$3.5K 0.61% 22
2021
Q3
$807K Hold
3,879
0.64% 28
2021
Q2
$798K Hold
3,879
0.62% 29
2021
Q1
$782K Buy
3,879
+254
+7% +$51.2K 0.64% 29
2020
Q4
$645K Sell
3,625
-2,274
-39% -$405K 0.22% 40
2020
Q3
$717K Buy
5,899
+834
+16% +$101K 0.3% 48
2020
Q2
$538K Buy
+5,065
New +$538K 0.28% 58