Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$636K Hold
30,880
0.88% 21
2022
Q2
$855K Hold
30,880
1.2% 18
2022
Q1
$1.35M Hold
30,880
1.43% 18
2021
Q4
$1.71M Buy
30,880
+2,750
+10% +$152K 1.23% 20
2021
Q3
$1.74M Sell
28,130
-630
-2% -$38.9K 0.9% 24
2021
Q2
$2.45M Buy
+28,760
New +$2.45M 1.26% 17