Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$51K Sell
277
-14
-5% -$2.58K 0.01% 605
2022
Q2
$63K Sell
291
-24
-8% -$5.2K 0.01% 543
2022
Q1
$77K Hold
315
0.01% 539
2021
Q4
$98K Sell
315
-6
-2% -$1.87K 0.01% 490
2021
Q3
$84K Hold
321
0.01% 535
2021
Q2
$66K Hold
321
0.01% 617
2021
Q1
$63K Buy
321
+7
+2% +$1.37K 0.01% 625
2020
Q4
$61K Buy
+314
New +$61K 0.01% 615