Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-12,522
Closed -$175K 775
2022
Q3
$175K Buy
+12,522
New +$175K 0.01% 612
2018
Q4
Sell
-38,400
Closed -$428K 549
2018
Q3
$428K Hold
38,400
0.03% 410
2018
Q2
$440K Hold
38,400
0.03% 390
2018
Q1
$430K Buy
+38,400
New +$430K 0.03% 350