Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-10,761
Closed -$170K 504
2022
Q3
$170K Buy
10,761
+671
+7% +$10.6K 0.01% 433
2022
Q2
$219K Buy
10,090
+461
+5% +$10K 0.01% 406
2022
Q1
$203K Buy
9,629
+202
+2% +$4.26K 0.01% 480
2021
Q4
$299K Sell
9,427
-468
-5% -$14.8K 0.01% 372
2021
Q3
$353K Buy
9,895
+2,355
+31% +$84K 0.02% 328
2021
Q2
$401K Buy
+7,540
New +$401K 0.02% 298