Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-8,135
Closed -$283K 205
2022
Q1
$283K Sell
8,135
-135
-2% -$4.7K 0.16% 132
2021
Q4
$314K Sell
8,270
-135
-2% -$5.13K 0.19% 121
2021
Q3
$324K Hold
8,405
0.21% 114
2021
Q2
$282K Hold
8,405
0.18% 127
2021
Q1
$297K Buy
+8,405
New +$297K 0.22% 109