Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,243
Closed -$201K 447
2022
Q2
$201K Sell
2,243
-207
-8% -$18.6K 0.01% 366
2022
Q1
$290K Buy
2,450
+818
+50% +$96.8K 0.01% 303
2021
Q4
$267K Sell
1,632
-361
-18% -$59.1K 0.01% 269
2021
Q3
$218K Buy
+1,993
New +$218K 0.01% 251