Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,827
Closed -$265K 151
2022
Q1
$265K Sell
2,827
-1,400
-33% -$131K 0.04% 166
2021
Q4
$376K Hold
4,227
0.05% 144
2021
Q3
$342K Sell
4,227
-630
-13% -$51K 0.05% 153
2021
Q2
$389K Sell
4,857
-130
-3% -$10.4K 0.06% 144
2021
Q1
$405K Sell
4,987
-300
-6% -$24.4K 0.07% 133
2020
Q4
$413K Buy
+5,287
New +$413K 0.07% 126