Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,008
Closed -$230K 403
2021
Q4
$230K Buy
1,008
+8
+0.8% +$1.83K 0.02% 271
2021
Q3
$313K Hold
1,000
0.03% 231
2021
Q2
$459K Hold
1,000
0.04% 192
2021
Q1
$326K Hold
1,000
0.03% 208
2020
Q4
$332K Buy
+1,000
New +$332K 0.04% 197