Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-2,538
Closed -$386K 893
2022
Q3
$386K Sell
2,538
-71
-3% -$10.8K 0.01% 621
2022
Q2
$364K Sell
2,609
-314
-11% -$43.8K 0.01% 655
2022
Q1
$700K Buy
+2,923
New +$700K 0.01% 554
2021
Q2
Sell
-831
Closed -$206K 807
2021
Q1
$206K Sell
831
-97
-10% -$24K ﹤0.01% 726
2020
Q4
$222K Buy
+928
New +$222K 0.01% 684
2014
Q3
Sell
-13
Closed -$1K 877
2014
Q2
$1K Buy
+13
New +$1K ﹤0.01% 708