Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,697
Closed -$360K 185
2021
Q4
$360K Buy
1,697
+1
+0.1% +$212 0.09% 126
2021
Q3
$289K Sell
1,696
-119
-7% -$20.3K 0.08% 138
2021
Q2
$263K Hold
1,815
0.07% 150
2021
Q1
$225K Hold
1,815
0.06% 156
2020
Q4
$248K Buy
+1,815
New +$248K 0.07% 144
2019
Q2
Sell
-1,683
Closed -$213K 141
2019
Q1
$213K Buy
+1,683
New +$213K 0.08% 132