Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-10,122
Closed -$133K 93
2022
Q2
$133K Sell
10,122
-1,874
-16% -$24.6K 0.02% 77
2022
Q1
$432K Buy
11,996
+1,132
+10% +$40.8K 0.06% 60
2021
Q4
$511K Buy
10,864
+3,178
+41% +$149K 0.07% 61
2021
Q3
$568K Buy
7,686
+2,359
+44% +$174K 0.09% 50
2021
Q2
$363K Buy
5,327
+422
+9% +$28.8K 0.06% 56
2021
Q1
$256K Buy
+4,905
New +$256K 0.04% 60