Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-206
Closed -$31K 442
2022
Q3
$31K Buy
206
+1
+0.5% +$150 0.01% 211
2022
Q2
$29K Hold
205
0.01% 200
2022
Q1
$44K Sell
205
-11
-5% -$2.36K 0.01% 191
2021
Q4
$50K Hold
216
0.01% 193
2021
Q3
$49K Hold
216
0.01% 181
2021
Q2
$52K Sell
216
-20
-8% -$4.82K 0.01% 184
2021
Q1
$47K Buy
+236
New +$47K 0.01% 182