Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-11,000
Closed -$233K 149
2022
Q3
$233K Hold
11,000
0.3% 78
2022
Q2
$262K Hold
11,000
0.31% 87
2022
Q1
$322K Hold
11,000
0.51% 69
2021
Q4
$304K Hold
11,000
0.39% 87
2021
Q3
$294K Hold
11,000
0.4% 81
2021
Q2
$268K Hold
11,000
0.37% 79
2021
Q1
$272K Hold
11,000
0.31% 101
2020
Q4
$227K Buy
+11,000
New +$227K 0.38% 68