Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,770
Closed -$244K 105
2021
Q4
$244K Hold
1,770
0.12% 63
2021
Q3
$240K Buy
1,770
+10
+0.6% +$1.36K 0.14% 57
2021
Q2
$257K Sell
1,760
-740
-30% -$108K 0.17% 54
2021
Q1
$277K Hold
2,500
0.2% 43
2020
Q4
$283K Hold
2,500
0.21% 38
2020
Q3
$256K Hold
2,500
0.19% 41
2020
Q2
$237K Buy
+2,500
New +$237K 0.19% 48