Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,067
Closed -$226K 31
2022
Q1
$226K Buy
1,067
+36
+3% +$7.63K 0.15% 24
2021
Q4
$239K Buy
1,031
+31
+3% +$7.19K 0.18% 32
2021
Q3
$229K Hold
1,000
0.18% 31
2021
Q2
$245K Hold
1,000
0.19% 30
2021
Q1
$204K Buy
+1,000
New +$204K 0.16% 31