Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-828
Closed -$251K 931
2021
Q4
$251K Sell
828
-272
-25% -$82.5K ﹤0.01% 784
2021
Q3
$312K Buy
1,100
+27
+3% +$7.66K 0.01% 669
2021
Q2
$266K Sell
1,073
-3
-0.3% -$744 ﹤0.01% 723
2021
Q1
$235K Sell
1,076
-9
-0.8% -$1.97K ﹤0.01% 735
2020
Q4
$308K Hold
1,085
0.01% 617
2020
Q3
$246K Buy
+1,085
New +$246K ﹤0.01% 633