Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-10,776
Closed -$165K 91
2022
Q3
$165K Sell
10,776
-1,073
-9% -$16.4K 0.26% 76
2022
Q2
$248K Sell
11,849
-13,017
-52% -$272K 0.37% 73
2022
Q1
$444K Sell
24,866
-4,155
-14% -$74.2K 0.48% 50
2021
Q4
$539K Buy
+29,021
New +$539K 0.53% 45