Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,262
Closed -$292K 89
2021
Q4
$292K Hold
1,262
0.2% 72
2021
Q3
$289K Hold
1,262
0.21% 75
2021
Q2
$305K Hold
1,262
0.23% 70
2021
Q1
$250K Sell
1,262
-13
-1% -$2.58K 0.21% 62
2020
Q4
$225K Sell
1,275
-25
-2% -$4.41K 0.19% 71
2020
Q3
$205K Buy
+1,300
New +$205K 0.21% 73