Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,708
Closed -$175K 63
2022
Q2
$175K Sell
1,708
-11
-0.6% -$1.13K 0.07% 51
2022
Q1
$191K Buy
1,719
+11
+0.6% +$1.22K 0.08% 43
2021
Q4
$245K Buy
+1,708
New +$245K 0.09% 33