Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,700
Closed -$170K 514
2022
Q3
$170K Sell
1,700
-3,366
-66% -$337K 0.01% 351
2022
Q2
$371K Buy
+5,066
New +$371K 0.02% 258
2022
Q1
Hold
0
440
2021
Q4
Hold
0
529
2021
Q2
Hold
0
778
2021
Q1
Hold
0
819
2020
Q4
Hold
0
504