Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-986
Closed -$268K 202
2022
Q2
$268K Buy
986
+18
+2% +$4.89K 0.03% 198
2022
Q1
$327K Sell
968
-102
-10% -$34.5K 0.03% 190
2021
Q4
$418K Buy
1,070
+1
+0.1% +$391 0.04% 180
2021
Q3
$379K Buy
+1,069
New +$379K 0.05% 196