Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-11,542
Closed -$589K 162
2022
Q1
$589K Hold
11,542
0.23% 42
2021
Q4
$810K Sell
11,542
-80
-0.7% -$5.61K 0.35% 22
2021
Q3
$646K Hold
11,622
0.33% 22
2021
Q2
$685K Buy
+11,622
New +$685K 0.37% 18
2021
Q1
Sell
-11,722
Closed -$644K 61
2020
Q4
$644K Buy
+11,722
New +$644K 0.48% 14