Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,664
Closed -$380K 568
2021
Q4
$380K Sell
1,664
-340
-17% -$77.6K 0.03% 426
2021
Q3
$628K Sell
2,004
-27
-1% -$8.46K 0.05% 315
2021
Q2
$933K Hold
2,031
0.08% 247
2021
Q1
$662K Hold
2,031
0.07% 271
2020
Q4
$674K Hold
2,031
0.09% 212
2020
Q3
$383K Buy
2,031
+199
+11% +$37.5K 0.09% 217
2020
Q2
$213K Buy
+1,832
New +$213K 0.07% 249