Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-9,561
Closed -$359K 881
2022
Q3
$359K Sell
9,561
-5,796
-38% -$218K 0.01% 633
2022
Q2
$554K Sell
15,357
-180
-1% -$6.49K 0.01% 575
2022
Q1
$761K Buy
15,537
+21
+0.1% +$1.03K 0.01% 539
2021
Q4
$743K Buy
15,516
+89
+0.6% +$4.26K 0.01% 508
2021
Q3
$677K Buy
15,427
+676
+5% +$29.7K 0.01% 502
2021
Q2
$647K Buy
+14,751
New +$647K 0.01% 470