Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-537
Closed -$24K 173
2022
Q3
$24K Buy
+537
New +$24K 0.02% 234
2021
Q2
Sell
-1,141
Closed -$73K 180
2021
Q1
$73K Buy
1,141
+1
+0.1% +$64 0.04% 171
2020
Q4
$69K Buy
+1,140
New +$69K 0.05% 174