Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-6,100
Closed -$236K 83
2022
Q2
$236K Hold
6,100
0.23% 65
2022
Q1
$302K Sell
6,100
-960
-14% -$47.5K 0.24% 66
2021
Q4
$369K Hold
7,060
0.26% 65
2021
Q3
$376K Hold
7,060
0.29% 62
2021
Q2
$396K Buy
7,060
+288
+4% +$16.2K 0.28% 64
2021
Q1
$434K Buy
6,772
+112
+2% +$7.18K 0.35% 59
2020
Q4
$326K Buy
+6,660
New +$326K 0.29% 61