Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-660
Closed -$237K 98
2022
Q1
$237K Sell
660
-30
-4% -$10.8K 0.29% 87
2021
Q4
$243K Buy
+690
New +$243K 0.29% 84