Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,495
Closed -$267K 417
2022
Q2
$267K Buy
+2,495
New +$267K 0.06% 351
2021
Q1
Sell
-6,308
Closed -$725K 349
2020
Q4
$725K Buy
6,308
+1,065
+20% +$122K 0.19% 121
2020
Q3
$555K Hold
5,243
0.19% 129
2020
Q2
$522K Hold
5,243
0.21% 129
2020
Q1
$428K Buy
+5,243
New +$428K 0.26% 133