Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-478
Closed -$52K 610
2022
Q2
$52K Sell
478
-5
-1% -$544 0.01% 275
2022
Q1
$60K Sell
483
-31
-6% -$3.85K 0.01% 299
2021
Q4
$76K Hold
514
0.01% 262
2021
Q3
$75K Buy
+514
New +$75K 0.02% 242
2021
Q2
Sell
-514
Closed -$83K 375
2021
Q1
$83K Hold
514
0.02% 214
2020
Q4
$75K Buy
+514
New +$75K 0.02% 253