Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-960
Closed -$137K 123
2022
Q2
$137K Hold
960
0.09% 110
2022
Q1
$204K Sell
960
-180
-16% -$38.2K 0.08% 129
2021
Q4
$433K Buy
+1,140
New +$433K 0.17% 93