Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-8,251
Closed -$213K 137
2022
Q3
$213K Sell
8,251
-1,791
-18% -$46.2K 0.07% 134
2022
Q2
$375K Buy
10,042
+432
+4% +$16.1K 0.11% 99
2022
Q1
$476K Sell
9,610
-1,048
-10% -$51.9K 0.11% 95
2021
Q4
$549K Sell
10,658
-9,344
-47% -$481K 0.12% 94
2021
Q3
$1.07M Sell
20,002
-1,887
-9% -$101K 0.26% 71
2021
Q2
$1.23M Sell
21,889
-7,913
-27% -$444K 0.3% 65
2021
Q1
$1.91M Sell
29,802
-6,373
-18% -$408K 0.48% 52
2020
Q4
$1.8M Sell
36,175
-173
-0.5% -$8.62K 0.45% 50
2020
Q3
$1.88M Buy
+36,348
New +$1.88M 0.5% 48