Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-772
Closed -$246K 205
2022
Q2
$246K Buy
+772
New +$246K 0.01% 260
2021
Q2
Sell
-1,440
Closed -$476K 330
2021
Q1
$476K Buy
1,440
+98
+7% +$32.4K 0.02% 157
2020
Q4
$347K Sell
1,342
-596
-31% -$154K 0.01% 209
2020
Q3
$375K Sell
1,938
-70
-3% -$13.5K 0.02% 182
2020
Q2
$391K Buy
+2,008
New +$391K 0.02% 122