Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-68,702
Closed -$683K 549
2022
Q2
$683K Sell
68,702
-168
-0.2% -$1.67K 0.02% 431
2022
Q1
$682K Hold
68,870
0.02% 434
2021
Q4
$674K Buy
+68,870
New +$674K 0.02% 439