Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-11,058
Closed -$158K 775
2022
Q2
$158K Hold
11,058
﹤0.01% 792
2022
Q1
$206K Hold
11,058
﹤0.01% 807
2021
Q4
$233K Sell
11,058
-7,168
-39% -$151K ﹤0.01% 747
2021
Q3
$398K Buy
18,226
+702
+4% +$15.3K 0.01% 618
2021
Q2
$418K Buy
17,524
+1,058
+6% +$25.2K 0.01% 570
2021
Q1
$234K Buy
+16,466
New +$234K ﹤0.01% 692