Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,000
Closed -$208K 127
2022
Q3
$208K Buy
+1,000
New +$208K 0.11% 116
2020
Q1
Sell
-1,100
Closed -$218K 128
2019
Q4
$218K Hold
1,100
0.09% 125
2019
Q3
$230K Hold
1,100
0.1% 119
2019
Q2
$208K Buy
+1,100
New +$208K 0.09% 123