Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-321
Closed -$52K 86
2022
Q2
$52K Hold
321
0.05% 77
2022
Q1
$120K Sell
321
-12
-4% -$4.49K 0.09% 79
2021
Q4
$131K Hold
333
0.09% 81
2021
Q3
$250K Hold
333
0.19% 70
2021
Q2
$347K Hold
333
0.25% 67
2021
Q1
$501K Buy
+333
New +$501K 0.41% 54