Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-3,973
Closed -$347K 103
2022
Q3
$347K Buy
+3,973
New +$347K 0.1% 75
2021
Q1
Sell
-7,946
Closed -$694K 96
2020
Q4
$694K Hold
7,946
0.2% 53
2020
Q3
$744K Hold
7,946
0.24% 51
2020
Q2
$676K Buy
+7,946
New +$676K 0.2% 56