Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-200
Closed -$83.1K 104
2022
Q3
$83.1K Sell
200
-100
-33% -$41.5K 0.05% 155
2022
Q2
$143K Hold
300
0.07% 114
2022
Q1
$200K Sell
300
-700
-70% -$467K 0.09% 108
2021
Q4
$796K Hold
1,000
0.33% 75
2021
Q3
$745K Buy
+1,000
New +$745K 0.33% 81