Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-4,871
Closed -$277K 689
2022
Q2
$277K Buy
4,871
+25
+0.5% +$1.42K 0.01% 453
2022
Q1
$371K Buy
+4,846
New +$371K 0.01% 366
2020
Q1
Sell
-8
Closed -$1K 693
2019
Q4
$1K Buy
+8
New +$1K ﹤0.01% 587
2015
Q4
Sell
-63
Closed -$6K 465
2015
Q3
$6K Buy
+63
New +$6K ﹤0.01% 400