Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$325K Sell
2,934
-194
-6% -$21.5K 0.02% 319
2022
Q3
$277K Hold
3,128
0.02% 332
2022
Q2
$291K Sell
3,128
-219
-7% -$20.4K 0.02% 333
2022
Q1
$308K Buy
+3,347
New +$308K 0.02% 363
2021
Q1
Sell
-2,482
Closed -$235K 324
2020
Q4
$235K Buy
+2,482
New +$235K 0.02% 235