Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-7,089
Closed -$225K 472
2021
Q4
$225K Sell
7,089
-183
-3% -$5.81K 0.05% 398
2021
Q3
$259K Buy
7,272
+354
+5% +$12.6K 0.06% 343
2021
Q2
$368K Buy
6,918
+127
+2% +$6.76K 0.09% 268
2021
Q1
$265K Sell
6,791
-369
-5% -$14.4K 0.07% 323
2020
Q4
$349K Buy
+7,160
New +$349K 0.1% 248