Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-3,502
Closed -$20K 4138
2022
Q2
$20K Buy
+3,502
New +$20K ﹤0.01% 3673
2021
Q4
Sell
-35,860
Closed -$507K 3670
2021
Q3
$507K Buy
35,860
+2,148
+6% +$30.4K ﹤0.01% 2978
2021
Q2
$458K Buy
33,712
+4,376
+15% +$59.5K ﹤0.01% 3070
2021
Q1
$431K Buy
+29,336
New +$431K ﹤0.01% 3027