Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$205K Sell
1,834
-575
-24% -$64.3K 1.27% 30
2022
Q2
$274K Buy
2,409
+103
+4% +$11.7K 0.09% 170
2022
Q1
$315K Hold
2,306
0.09% 160
2021
Q4
$315K Sell
2,306
-300
-12% -$41K 0.09% 166
2021
Q3
$293K Hold
2,606
0.09% 174
2021
Q2
$280K Buy
2,606
+126
+5% +$13.5K 0.08% 182
2021
Q1
$243K Hold
2,480
0.08% 190
2020
Q4
$231K Buy
+2,480
New +$231K 0.08% 177
2020
Q1
Sell
-2,388
Closed -$203K 178
2019
Q4
$203K Buy
+2,388
New +$203K 0.07% 174