Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,100
Closed -$243K 99
2022
Q1
$243K Hold
2,100
0.09% 94
2021
Q4
$396K Hold
2,100
0.14% 78
2021
Q3
$546K Hold
2,100
0.22% 62
2021
Q2
$612K Hold
2,100
0.29% 50
2021
Q1
$510K Hold
2,100
0.26% 53
2020
Q4
$492K Buy
2,100
+500
+31% +$117K 0.27% 49
2020
Q3
$315K Hold
1,600
0.2% 60
2020
Q2
$279K Buy
+1,600
New +$279K 0.19% 62