Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$343K Hold
3,000
0.44% 46
2022
Q3
$353K Hold
3,000
0.37% 50
2022
Q2
$461K Sell
3,000
-60
-2% -$9.22K 0.44% 46
2022
Q1
$405K Sell
3,060
-73
-2% -$9.66K 0.32% 55
2021
Q4
$472K Hold
3,133
0.33% 57
2021
Q3
$482K Hold
3,133
0.37% 53
2021
Q2
$639K Buy
3,133
+21
+0.7% +$4.28K 0.45% 53
2021
Q1
$678K Sell
3,112
-1,008
-24% -$220K 0.55% 48
2020
Q4
$877K Buy
+4,120
New +$877K 0.77% 36