Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-3,406
Closed -$368K 399
2022
Q2
$368K Buy
+3,406
New +$368K 0.07% 133
2022
Q1
Hold
0
516
2021
Q4
Sell
-500
Closed -$131K 497
2021
Q3
$131K Buy
+500
New +$131K 0.02% 257
2021
Q1
Sell
-250
Closed -$84K 427
2020
Q4
$84K Buy
+250
New +$84K 0.02% 191