Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-72,516
Closed -$158K 355
2022
Q3
$158K Buy
72,516
+10,902
+18% +$23.8K 0.01% 315
2022
Q2
$216K Buy
61,614
+11,625
+23% +$40.8K 0.02% 291
2022
Q1
$252K Buy
49,989
+22,246
+80% +$112K 0.01% 256
2021
Q4
$174K Buy
27,743
+7,940
+40% +$49.8K 0.01% 273
2021
Q3
$157K Buy
+19,803
New +$157K 0.01% 245
2021
Q1
$124K Buy
+20,573
New +$124K 0.01% 232