Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-300
Closed -$11K 177
2022
Q3
$11K Buy
+300
New +$11K 0.01% 280
2021
Q4
Sell
-3,468
Closed -$242K 139
2021
Q3
$242K Hold
3,468
0.14% 119
2021
Q2
$242K Buy
3,468
+100
+3% +$6.98K 0.15% 103
2021
Q1
$209K Sell
3,368
-2,333
-41% -$145K 0.13% 111
2020
Q4
$318K Buy
+5,701
New +$318K 0.24% 79