Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,123
Closed -$354K 53
2021
Q4
$354K Buy
2,123
+500
+31% +$83.4K 0.36% 34
2021
Q3
$236K Sell
1,623
-570
-26% -$82.9K 0.25% 42
2021
Q2
$339K Buy
2,193
+13
+0.6% +$2.01K 0.37% 34
2021
Q1
$290K Buy
2,180
+289
+15% +$38.4K 0.37% 40
2020
Q4
$268K Buy
+1,891
New +$268K 0.31% 33