Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$277K Sell
2,284
-25
-1% -$3.03K 0.23% 66
2022
Q2
$316K Sell
2,309
-935
-29% -$128K 0.25% 64
2022
Q1
$621K Sell
3,244
-620
-16% -$119K 0.4% 53
2021
Q4
$778K Hold
3,864
0.47% 49
2021
Q3
$850K Buy
3,864
+85
+2% +$18.7K 0.54% 47
2021
Q2
$905K Buy
+3,779
New +$905K 0.57% 45