Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-975
Closed -$145K 1913
2022
Q1
$145K Buy
975
+60
+7% +$8.92K 0.07% 356
2021
Q4
$130K Sell
915
-31
-3% -$4.4K 0.06% 448
2021
Q3
$124K Buy
946
+238
+34% +$31.2K 0.08% 340
2021
Q2
$97K Buy
+708
New +$97K 0.06% 468