Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-616
Closed -$237K 89
2022
Q2
$237K Buy
616
+1
+0.2% +$385 0.36% 77
2022
Q1
$296K Buy
615
+7
+1% +$3.37K 0.32% 70
2021
Q4
$391K Buy
+608
New +$391K 0.39% 62