Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,200
Closed -$44K 412
2022
Q1
$44K Hold
1,200
0.03% 253
2021
Q4
$45K Sell
1,200
-504
-30% -$18.9K 0.03% 266
2021
Q3
$47K Hold
1,704
0.03% 261
2021
Q2
$51K Hold
1,704
0.03% 259
2021
Q1
$54K Hold
1,704
0.04% 234
2020
Q4
$42K Buy
+1,704
New +$42K 0.03% 247