Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$552K Sell
3,720
-300
-7% -$44.5K 0.47% 52
2022
Q2
$691K Sell
4,020
-55
-1% -$9.45K 0.55% 47
2022
Q1
$769K Buy
4,075
+150
+4% +$28.3K 0.5% 48
2021
Q4
$958K Hold
3,925
0.58% 45
2021
Q3
$762K Buy
3,925
+130
+3% +$25.2K 0.49% 48
2021
Q2
$707K Buy
+3,795
New +$707K 0.45% 47