Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-11,550
Closed -$114K 102
2022
Q2
$114K Sell
11,550
-7,075
-38% -$69.8K 0.1% 106
2022
Q1
$247K Buy
18,625
+800
+4% +$10.6K 0.19% 109
2021
Q4
$371K Buy
+17,825
New +$371K 0.27% 76