Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-4,887
Closed -$224K 232
2022
Q2
$224K Sell
4,887
-348
-7% -$16K 0.03% 185
2022
Q1
$239K Buy
5,235
+658
+14% +$30K 0.03% 191
2021
Q4
$246K Sell
4,577
-130
-3% -$6.99K 0.03% 184
2021
Q3
$255K Hold
4,707
0.03% 188
2021
Q2
$275K Sell
4,707
-160
-3% -$9.35K 0.03% 194
2021
Q1
$272K Sell
4,867
-125
-3% -$6.99K 0.03% 184
2020
Q4
$301K Buy
+4,992
New +$301K 0.04% 146