Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-4,245
Closed -$216K 230
2022
Q2
$216K Buy
4,245
+246
+6% +$12.5K 0.06% 194
2022
Q1
$238K Buy
3,999
+12
+0.3% +$714 0.05% 255
2021
Q4
$279K Sell
3,987
-258
-6% -$18.1K 0.06% 226
2021
Q3
$273K Sell
4,245
-120
-3% -$7.72K 0.05% 296
2021
Q2
$256K Buy
4,365
+111
+3% +$6.51K 0.06% 255
2021
Q1
$209K Sell
4,254
-147
-3% -$7.22K 0.06% 276
2020
Q4
$195K Sell
4,401
-651
-13% -$28.8K 0.06% 221
2020
Q3
$207K Buy
+5,052
New +$207K 0.08% 164