Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-13,563
Closed -$338K 596
2022
Q1
$338K Buy
13,563
+250
+2% +$6.23K ﹤0.01% 350
2021
Q4
$337K Buy
13,313
+1,305
+11% +$33K ﹤0.01% 351
2021
Q3
$267K Sell
12,008
-3,092
-20% -$68.8K ﹤0.01% 368
2021
Q2
$320K Hold
15,100
﹤0.01% 372
2021
Q1
$283K Buy
+15,100
New +$283K ﹤0.01% 356
2018
Q4
Sell
-20,900
Closed -$212K 341
2018
Q3
$212K Hold
20,900
﹤0.01% 340
2018
Q2
$203K Buy
+20,900
New +$203K ﹤0.01% 346