Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,270
Closed -$339K 289
2022
Q3
$339K Sell
1,270
-617
-33% -$165K 0.39% 88
2022
Q2
$385K Sell
1,887
-339
-15% -$69.2K 0.26% 123
2022
Q1
$469K Buy
2,226
+304
+16% +$64.1K 0.35% 91
2021
Q4
$461K Buy
+1,922
New +$461K 0.49% 49