Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$350K Buy
6,020
+2,000
+50% +$116K 0.02% 205
2022
Q2
$281K Hold
4,020
0.02% 266
2022
Q1
$319K Sell
4,020
-1,000
-20% -$79.4K 0.01% 275
2021
Q4
$437K Sell
5,020
-1,000
-17% -$87.1K 0.02% 230
2021
Q3
$484K Buy
6,020
+988
+20% +$79.4K 0.02% 221
2021
Q2
$354K Hold
5,032
0.01% 286
2021
Q1
$353K Buy
+5,032
New +$353K 0.01% 275