Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-3,218
Closed -$607K 57
2021
Q4
$607K Hold
3,218
0.36% 23
2021
Q3
$837K Hold
3,218
0.54% 19
2021
Q2
$938K Hold
3,218
0.62% 17
2021
Q1
$844K Hold
3,218
0.58% 17
2020
Q4
$788K Buy
+3,218
New +$788K 0.59% 17