Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$271K Sell
8,240
-550
-6% -$18.1K 0.02% 258
2022
Q2
$226K Sell
8,790
-1,000
-10% -$25.7K 0.01% 312
2022
Q1
$492K Buy
9,790
+3,300
+51% +$166K 0.02% 194
2021
Q4
$673K Buy
+6,490
New +$673K 0.02% 169