Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,619
Closed -$203K 476
2022
Q1
$203K Sell
1,619
-49
-3% -$6.14K 0.01% 429
2021
Q4
$381K Buy
1,668
+110
+7% +$25.1K 0.02% 353
2021
Q3
$488K Hold
1,558
0.03% 323
2021
Q2
$716K Hold
1,558
0.04% 281
2021
Q1
$508K Buy
1,558
+29
+2% +$9.46K 0.03% 308
2020
Q4
$508K Hold
1,529
0.03% 305
2020
Q3
$289K Buy
+1,529
New +$289K 0.02% 355