Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-5
Closed -$290K 634
2022
Q3
$290K Sell
5
-4
-44% -$232K 0.02% 425
2022
Q2
$535K Sell
9
-4
-31% -$238K 0.04% 413
2022
Q1
$812K Sell
13
-9
-41% -$562K 0.05% 409
2021
Q4
$1.31M Hold
22
0.09% 324
2021
Q3
$1.31M Buy
22
+1
+5% +$59.6K 0.08% 322
2021
Q2
$1.24M Buy
+21
New +$1.24M 0.08% 298