Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,446
Closed -$277K 156
2022
Q1
$277K Sell
1,446
-475
-25% -$91K 0.04% 164
2021
Q4
$387K Hold
1,921
0.05% 140
2021
Q3
$423K Sell
1,921
-138
-7% -$30.4K 0.06% 128
2021
Q2
$493K Sell
2,059
-118
-5% -$28.3K 0.08% 122
2021
Q1
$554K Sell
2,177
-929
-30% -$236K 0.09% 103
2020
Q4
$665K Buy
+3,106
New +$665K 0.11% 87