Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,928
Closed -$229K 868
2022
Q1
$229K Sell
1,928
-11
-0.6% -$1.31K ﹤0.01% 791
2021
Q4
$301K Buy
1,939
+45
+2% +$6.99K ﹤0.01% 750
2021
Q3
$323K Sell
1,894
-694
-27% -$118K ﹤0.01% 708
2021
Q2
$507K Buy
2,588
+37
+1% +$7.25K 0.01% 609
2021
Q1
$467K Buy
+2,551
New +$467K 0.01% 569
2020
Q2
Sell
-644
Closed -$52K 2009
2020
Q1
$52K Buy
+644
New +$52K ﹤0.01% 1097