Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-20,000
Closed -$361K 388
2022
Q2
$361K Sell
20,000
-314
-2% -$5.67K 0.08% 143
2022
Q1
$573K Hold
20,314
0.13% 126
2021
Q4
$605K Hold
20,314
0.12% 128
2021
Q3
$657K Buy
20,314
+4,814
+31% +$156K 0.11% 150
2021
Q2
$546K Buy
+15,500
New +$546K 0.02% 209