Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,400
Closed -$203K 1374
2022
Q2
$203K Sell
2,400
-1,100
-31% -$93K ﹤0.01% 1187
2022
Q1
$286K Sell
3,500
-200
-5% -$16.3K ﹤0.01% 1172
2021
Q4
$291K Hold
3,700
﹤0.01% 1189
2021
Q3
$290K Hold
3,700
﹤0.01% 1173
2021
Q2
$288K Buy
3,700
+675
+22% +$52.5K ﹤0.01% 1161
2021
Q1
$238K Buy
+3,025
New +$238K ﹤0.01% 1203