Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,269
Closed -$244K 122
2022
Q1
$244K Sell
4,269
-135
-3% -$7.72K 0.14% 71
2021
Q4
$293K Hold
4,404
0.15% 70
2021
Q3
$307K Hold
4,404
0.17% 64
2021
Q2
$309K Buy
4,404
+215
+5% +$15.1K 0.17% 65
2021
Q1
$257K Buy
4,189
+545
+15% +$33.4K 0.16% 70
2020
Q4
$183K Buy
+3,644
New +$183K 0.12% 72