Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$351K Buy
2,632
+458
+21% +$61.1K 0.19% 122
2022
Q2
$274K Buy
2,174
+106
+5% +$13.4K 0.12% 173
2022
Q1
$314K Buy
2,068
+134
+7% +$20.3K 0.1% 191
2021
Q4
$334K Buy
+1,934
New +$334K 0.12% 154
2020
Q1
Sell
-3,352
Closed -$318K 298
2019
Q4
$318K Buy
+3,352
New +$318K 0.24% 85