Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-4,032
Closed -$279K 364
2022
Q3
$279K Sell
4,032
-2,272
-36% -$157K 0.32% 128
2022
Q2
$528K Buy
6,304
+3,134
+99% +$262K 0.36% 76
2022
Q1
$522K Buy
3,170
+1,232
+64% +$203K 0.39% 73
2021
Q4
$510K Buy
+1,938
New +$510K 0.54% 37