Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-11,463
Closed -$152K 69
2022
Q2
$152K Buy
11,463
+2,431
+27% +$32.2K 0.08% 63
2022
Q1
$347K Buy
9,032
+409
+5% +$15.7K 0.18% 54
2021
Q4
$368K Buy
8,623
+1,223
+17% +$52.2K 0.2% 49
2021
Q3
$397K Buy
7,400
+2,520
+52% +$135K 0.23% 41
2021
Q2
$295K Sell
4,880
-339
-6% -$20.5K 0.18% 43
2021
Q1
$330K Buy
5,219
+97
+2% +$6.13K 0.22% 38
2020
Q4
$252K Buy
+5,122
New +$252K 0.19% 36