Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-5,329
Closed -$1.2M 195
2022
Q3
$1.2M Buy
5,329
+25
+0.5% +$5.64K 0.59% 59
2022
Q2
$1.29M Sell
5,304
-102
-2% -$24.8K 0.6% 60
2022
Q1
$1.31M Buy
5,406
+210
+4% +$50.8K 0.54% 63
2021
Q4
$1.17M Buy
+5,196
New +$1.17M 0.52% 64