Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$252K Sell
951
-165
-15% -$43.7K 2.55% 16
2022
Q2
$251K Buy
1,116
+264
+31% +$59.4K 1.79% 16
2022
Q1
$306K Buy
+852
New +$306K 1.12% 30
2021
Q1
Sell
-1,140
Closed -$268K 304
2020
Q4
$268K Sell
1,140
-1,410
-55% -$331K 0.09% 284
2020
Q3
$365K Buy
+2,550
New +$365K 0.17% 212