Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-8,100
Closed -$392K 73
2022
Q2
$392K Hold
8,100
0.1% 37
2022
Q1
$443K Sell
8,100
-1,000
-11% -$54.7K 0.09% 36
2021
Q4
$433K Hold
9,100
0.08% 41
2021
Q3
$359K Hold
9,100
0.08% 36
2021
Q2
$347K Hold
9,100
0.08% 29
2021
Q1
$349K Buy
+9,100
New +$349K 0.08% 32