Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,005
Closed -$230K 39
2022
Q3
$230K Sell
1,005
-420
-29% -$96.1K 0.24% 83
2022
Q2
$320K Sell
1,425
-56
-4% -$12.6K 0.32% 61
2022
Q1
$385K Buy
1,481
+687
+87% +$179K 0.13% 70
2021
Q4
$232K Sell
794
-36
-4% -$10.5K 0.18% 62
2021
Q3
$224K Buy
+830
New +$224K 0.23% 59
2021
Q2
Sell
-1,148
Closed -$229K 70
2021
Q1
$229K Buy
+1,148
New +$229K 0.14% 69
2020
Q1
Sell
-2,099
Closed -$286K 42
2019
Q4
$286K Buy
2,099
+389
+23% +$53K 0.14% 56
2019
Q3
$219K Buy
+1,710
New +$219K 0.04% 67