Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-6,078
Closed -$330K 825
2022
Q2
$330K Buy
6,078
+4
+0.1% +$217 0.02% 583
2022
Q1
$331K Buy
6,074
+2,233
+58% +$122K 0.02% 643
2021
Q4
$211K Buy
+3,841
New +$211K 0.02% 571
2021
Q2
$200K Buy
+3,970
New +$200K 0.02% 606