Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-3,918
Closed -$213K 241
2022
Q2
$213K Buy
3,918
+1
+0% +$54 0.05% 274
2022
Q1
$213K Buy
+3,917
New +$213K 0.05% 289
2021
Q4
Sell
-6,482
Closed -$310K 616
2021
Q3
$310K Buy
6,482
+1,122
+21% +$53.7K 0.07% 245
2021
Q2
$267K Buy
5,360
+402
+8% +$20K 0.06% 258
2021
Q1
$221K Buy
4,958
+1
+0% +$45 0.06% 267
2020
Q4
$228K Buy
+4,957
New +$228K 0.06% 252