Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-51
Closed -$20K 600
2022
Q2
$20K Buy
+51
New +$20K ﹤0.01% 573
2021
Q1
Sell
-668
Closed -$254K 322
2020
Q4
$254K Buy
668
+1
+0.1% +$380 0.04% 261
2020
Q3
$218K Buy
+667
New +$218K 0.03% 263