Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-4,642
Closed -$118K 425
2022
Q3
$118K Sell
4,642
-3,414
-42% -$86.8K 0.01% 354
2022
Q2
$219K Buy
8,056
+1,710
+27% +$46.5K 0.01% 345
2022
Q1
$181K Buy
6,346
+1,367
+27% +$39K 0.01% 384
2021
Q4
$150K Buy
+4,979
New +$150K 0.01% 346