Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-16,000
Closed -$52K 35
2022
Q2
$52K Buy
+16,000
New +$52K 0.48% 25
2021
Q4
Sell
-30,500
Closed -$142K 89
2021
Q3
$142K Sell
30,500
-1,000
-3% -$4.66K 0.16% 74
2021
Q2
$147K Sell
31,500
-3,500
-10% -$16.3K 0.11% 75
2021
Q1
$143K Hold
35,000
0.12% 69
2020
Q4
$165K Buy
+35,000
New +$165K 0.14% 60