Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,805
Closed -$206K 727
2022
Q2
$206K Sell
2,805
-432
-13% -$31.7K ﹤0.01% 707
2022
Q1
$399K Sell
3,237
-425
-12% -$52.4K ﹤0.01% 634
2021
Q4
$799K Buy
3,662
+107
+3% +$23.3K 0.01% 477
2021
Q3
$738K Buy
+3,555
New +$738K 0.01% 569