Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-77,495
Closed -$1.04M 21
2022
Q3
$1.04M Buy
77,495
+15,644
+25% +$211K 1.04% 25
2022
Q2
$1.18M Sell
61,851
-12,700
-17% -$241K 1.06% 21
2022
Q1
$1.7M Hold
74,551
1.16% 14
2021
Q4
$2.07M Sell
74,551
-3,893
-5% -$108K 1.36% 13
2021
Q3
$2.01M Sell
78,444
-7,884
-9% -$202K 1.28% 13
2021
Q2
$2.22M Hold
86,328
1.42% 13
2021
Q1
$1.47M Hold
86,328
1% 20
2020
Q4
$1.33M Buy
+86,328
New +$1.33M 0.88% 34