Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-6,712
Closed -$294K 71
2022
Q3
$294K Sell
6,712
-3,092
-32% -$135K 0.3% 63
2022
Q2
$514K Sell
9,804
-297
-3% -$15.6K 0.51% 34
2022
Q1
$523K Buy
10,101
+5,437
+117% +$282K 0.18% 46
2021
Q4
$275K Sell
4,664
-148
-3% -$8.73K 0.21% 56
2021
Q3
$207K Buy
+4,812
New +$207K 0.21% 65
2020
Q1
Sell
-5,629
Closed -$209K 64
2019
Q4
$209K Buy
+5,629
New +$209K 0.1% 74
2019
Q1
Sell
-5,279
Closed -$219K 77
2018
Q4
$219K Buy
+5,279
New +$219K 0.03% 59