Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-27,315
Closed -$175K 182
2022
Q2
$175K Sell
27,315
-653
-2% -$4.18K 0.07% 179
2022
Q1
$205K Buy
27,968
+2,000
+8% +$14.7K 0.07% 89
2021
Q4
$200K Buy
+25,968
New +$200K 0.06% 96