Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-3,772
Closed -$399K 870
2022
Q3
$399K Sell
3,772
-426
-10% -$45.1K 0.03% 510
2022
Q2
$449K Buy
4,198
+814
+24% +$87.1K 0.04% 453
2022
Q1
$445K Buy
+3,384
New +$445K 0.03% 491
2020
Q3
Sell
-138
Closed -$14K 341
2020
Q2
$14K Buy
+138
New +$14K 0.01% 438