Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-937
Closed -$205K 533
2021
Q4
$205K Buy
+937
New +$205K 0.01% 500
2019
Q4
Sell
-4,040
Closed -$228K 561
2019
Q3
$228K Buy
4,040
+377
+10% +$21.3K 0.01% 494
2019
Q2
$225K Buy
3,663
+77
+2% +$4.73K 0.01% 512
2019
Q1
$241K Buy
+3,586
New +$241K 0.01% 493