Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,205
Closed -$20K 377
2022
Q2
$20K Buy
+1,205
New +$20K 0.02% 230
2021
Q4
Sell
-1,390
Closed -$31K 493
2021
Q3
$31K Hold
1,390
0.03% 210
2021
Q2
$27K Hold
1,390
0.02% 226
2021
Q1
$29K Buy
+1,390
New +$29K 0.03% 177