Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-5,669
Closed -$218K 484
2021
Q4
$218K Sell
5,669
-2,013
-26% -$77.4K 0.01% 422
2021
Q3
$385K Buy
7,682
+160
+2% +$8.02K 0.02% 346
2021
Q2
$477K Hold
7,522
0.03% 322
2021
Q1
$501K Buy
7,522
+1,342
+22% +$89.4K 0.03% 312
2020
Q4
$424K Buy
6,180
+489
+9% +$33.6K 0.03% 331
2020
Q3
$284K Hold
5,691
0.02% 358
2020
Q2
$239K Sell
5,691
-5,000
-47% -$210K 0.02% 375
2020
Q1
$165K Buy
+10,691
New +$165K 0.02% 384