Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-4,713
Closed -$239K 74
2022
Q2
$239K Buy
4,713
+12
+0.3% +$609 0.2% 63
2022
Q1
$239K Buy
4,701
+11
+0.2% +$559 0.2% 62
2021
Q4
$244K Buy
+4,690
New +$244K 0.2% 67