Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,533
Closed -$355K 100
2021
Q4
$355K Sell
1,533
-31
-2% -$7.18K 0.26% 61
2021
Q3
$358K Sell
1,564
-72
-4% -$16.5K 0.28% 58
2021
Q2
$396K Sell
1,636
-72
-4% -$17.4K 0.27% 68
2021
Q1
$338K Sell
1,708
-199
-10% -$39.4K 0.26% 63
2020
Q4
$337K Sell
1,907
-334
-15% -$59K 0.31% 53
2020
Q3
$353K Buy
2,241
+112
+5% +$17.6K 0.4% 36
2020
Q2
$255K Buy
+2,129
New +$255K 0.37% 44
2020
Q1
Sell
-2,939
Closed -$377K 76
2019
Q4
$377K Buy
+2,939
New +$377K 0.34% 30