Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$350K Buy
1,992
+7
+0.4% +$1.23K 0.43% 54
2022
Q2
$400K Buy
1,985
+6
+0.3% +$1.21K 0.42% 53
2022
Q1
$448K Hold
1,979
0.49% 49
2021
Q4
$534K Buy
+1,979
New +$534K 0.3% 70