Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,046
Closed -$291K 1171
2022
Q2
$291K Sell
2,046
-21
-1% -$2.99K ﹤0.01% 839
2022
Q1
$361K Buy
2,067
+60
+3% +$10.5K ﹤0.01% 610
2021
Q4
$404K Buy
2,007
+25
+1% +$5.03K ﹤0.01% 650
2021
Q3
$343K Sell
1,982
-710
-26% -$123K ﹤0.01% 771
2021
Q2
$416K Hold
2,692
﹤0.01% 559
2021
Q1
$345K Buy
2,692
+481
+22% +$61.6K ﹤0.01% 612
2020
Q4
$317K Sell
2,211
-67
-3% -$9.61K ﹤0.01% 680
2020
Q3
$286K Buy
+2,278
New +$286K ﹤0.01% 534