Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-711
Closed -$232K 551
2022
Q1
$232K Sell
711
-38
-5% -$12.4K 0.01% 516
2021
Q4
$401K Buy
749
+449
+150% +$240K 0.02% 350
2021
Q3
$200K Hold
300
0.01% 401
2021
Q2
$204K Buy
+300
New +$204K 0.01% 396
2021
Q1
Sell
-300
Closed -$134K 955
2020
Q4
$134K Hold
300
0.01% 387
2020
Q3
$115K Buy
+300
New +$115K 0.01% 385