Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-5,397
Closed -$207K 412
2021
Q4
$207K Buy
5,397
+382
+8% +$14.7K 0.01% 360
2021
Q3
$251K Hold
5,015
0.01% 313
2021
Q2
$318K Hold
5,015
0.02% 264
2021
Q1
$333K Hold
5,015
0.02% 233
2020
Q4
$344K Hold
5,015
0.03% 214
2020
Q3
$250K Hold
5,015
0.02% 230
2020
Q2
$210K Buy
+5,015
New +$210K 0.02% 238