Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,067
Closed -$537K 100
2022
Q1
$537K Sell
1,067
-133
-11% -$66.9K 0.31% 69
2021
Q4
$735K Buy
1,200
+235
+24% +$144K 0.39% 56
2021
Q3
$587K Sell
965
-134
-12% -$81.5K 0.35% 55
2021
Q2
$586K Buy
1,099
+94
+9% +$50.1K 0.32% 52
2021
Q1
$422K Buy
1,005
+109
+12% +$45.8K 0.26% 56
2020
Q4
$399K Buy
+896
New +$399K 0.26% 55