Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-705,575
Closed -$854K 1101
2022
Q3
$854K Buy
705,575
+5,768
+0.8% +$6.98K 0.01% 497
2022
Q2
$910K Sell
699,807
-31,800
-4% -$41.4K 0.01% 497
2022
Q1
$2.23M Sell
731,607
-198,822
-21% -$606K 0.02% 192
2021
Q4
$6.83M Buy
+930,429
New +$6.83M 0.08% 137