Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-7,287
Closed -$320K 362
2022
Q3
$320K Sell
7,287
-1,440
-17% -$63.2K 0.16% 177
2022
Q2
$475K Buy
+8,727
New +$475K 0.35% 94
2020
Q3
Sell
-3,764
Closed -$245K 179
2020
Q2
$245K Buy
+3,764
New +$245K 0.19% 111