Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-948
Closed -$215K 424
2022
Q2
$215K Buy
948
+41
+5% +$9.3K 0.01% 390
2022
Q1
$210K Sell
907
-51
-5% -$11.8K 0.01% 400
2021
Q4
$248K Buy
+958
New +$248K 0.01% 383