Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$576K Buy
5,195
+266
+5% +$29.5K 0.49% 50
2022
Q3
$425K Sell
4,929
-499
-9% -$43K 0.4% 60
2022
Q2
$495K Hold
5,428
0.43% 54
2022
Q1
$445K Buy
5,428
+178
+3% +$14.6K 0.36% 62
2021
Q4
$402K Buy
+5,250
New +$402K 0.3% 73