Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-116
Closed -$13K 1154
2022
Q2
$13K Buy
+116
New +$13K ﹤0.01% 916
2022
Q1
Sell
-5,437
Closed -$1M 408
2021
Q4
$1M Buy
5,437
+1,215
+29% +$223K 0.08% 203
2021
Q3
$1.1M Sell
4,222
-488
-10% -$128K 0.09% 202
2021
Q2
$1.82M Buy
+4,710
New +$1.82M 0.15% 165