Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-349
Closed -$230K 592
2021
Q4
$230K Sell
349
-17
-5% -$11.2K 0.03% 475
2021
Q3
$247K Buy
366
+2
+0.5% +$1.35K 0.04% 413
2021
Q2
$212K Buy
+364
New +$212K 0.03% 438
2021
Q1
Sell
-915
Closed -$363K 423
2020
Q4
$363K Buy
+915
New +$363K 0.08% 236