Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-3,093
Closed -$251K 254
2022
Q3
$251K Buy
3,093
+685
+28% +$55.6K 0.01% 213
2022
Q2
$218K Buy
2,408
+1
+0% +$91 0.01% 241
2022
Q1
$267K Buy
2,407
+77
+3% +$8.54K 0.01% 235
2021
Q4
$326K Buy
2,330
+94
+4% +$13.2K 0.01% 201
2021
Q3
$302K Buy
2,236
+13
+0.6% +$1.76K 0.01% 199
2021
Q2
$312K Hold
2,223
0.01% 199
2021
Q1
$273K Hold
2,223
0.01% 214
2020
Q4
$290K Buy
+2,223
New +$290K 0.01% 206