Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-39,404
Closed -$517K 617
2022
Q2
$517K Buy
39,404
+18,300
+87% +$240K 0.03% 202
2022
Q1
$760K Buy
+21,104
New +$760K 0.03% 122
2021
Q4
Hold
0
676
2021
Q3
Hold
0
782
2021
Q2
Hold
0
931
2021
Q1
Hold
0
966
2020
Q4
Hold
0
607