Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-6,497
Closed -$17K 81
2022
Q2
$17K Sell
6,497
-11,836
-65% -$31K 0.02% 75
2022
Q1
$160K Hold
18,333
0.17% 54
2021
Q4
$188K Hold
18,333
0.14% 66
2021
Q3
$238K Buy
18,333
+2,500
+16% +$32.5K 0.12% 78
2021
Q2
$373K Buy
+15,833
New +$373K 0.19% 73