Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,040
Closed -$68K 140
2022
Q1
$68K Hold
1,040
0.04% 98
2021
Q4
$140K Sell
1,040
-610
-37% -$82.1K 0.07% 86
2021
Q3
$168K Hold
1,650
0.09% 80
2021
Q2
$169K Hold
1,650
0.09% 81
2021
Q1
$151K Buy
1,650
+680
+70% +$62.2K 0.09% 82
2020
Q4
$81K Buy
+970
New +$81K 0.05% 90