Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,130
Closed -$245K 57
2022
Q2
$245K Sell
1,130
-510
-31% -$111K 0.13% 52
2022
Q1
$339K Hold
1,640
0.18% 39
2021
Q4
$424K Hold
1,640
0.2% 37
2021
Q3
$382K Sell
1,640
-1,900
-54% -$443K 0.18% 38
2021
Q2
$1.06M Buy
+3,540
New +$1.06M 0.71% 30