Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-14,985
Closed -$106K 911
2022
Q2
$106K Hold
14,985
0.01% 843
2022
Q1
$226K Hold
14,985
0.01% 845
2021
Q4
$198K Sell
14,985
-203
-1% -$2.68K 0.01% 916
2021
Q3
$305K Sell
15,188
-1,689
-10% -$33.9K 0.02% 696
2021
Q2
$446K Buy
16,877
+825
+5% +$21.8K 0.03% 539
2021
Q1
$324K Buy
16,052
+650
+4% +$13.1K 0.02% 581
2020
Q4
$351K Buy
15,402
+1,500
+11% +$34.2K 0.03% 527
2020
Q3
$183K Buy
+13,902
New +$183K 0.02% 611