Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-5,047
Closed -$46K 802
2022
Q2
$46K Buy
+5,047
New +$46K 0.01% 447
2022
Q1
Sell
-12,842
Closed -$234K 303
2021
Q4
$234K Sell
12,842
-90
-0.7% -$1.64K 0.03% 291
2021
Q3
$311K Buy
12,932
+44
+0.3% +$1.06K 0.04% 245
2021
Q2
$340K Buy
12,888
+435
+3% +$11.5K 0.04% 233
2021
Q1
$290K Buy
+12,453
New +$290K 0.04% 254