Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-253
Closed -$13K 808
2022
Q2
$13K Buy
253
+2
+0.8% +$103 0.01% 416
2022
Q1
$13K Buy
251
+1
+0.4% +$52 0.01% 436
2021
Q4
$18K Buy
250
+1
+0.4% +$72 0.01% 414
2021
Q3
$14K Buy
+249
New +$14K 0.01% 446
2020
Q1
Sell
-244
Closed -$11K 386
2019
Q4
$11K Buy
+244
New +$11K 0.01% 455