Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-8,234
Closed -$265K 501
2022
Q3
$265K Sell
8,234
-1,887
-19% -$60.7K 0.05% 351
2022
Q2
$352K Buy
+10,121
New +$352K 0.07% 310
2021
Q2
Sell
-1,697
Closed -$80K 918
2021
Q1
$80K Buy
+1,697
New +$80K 0.03% 454
2020
Q4
Sell
-1,243
Closed -$45K 951
2020
Q3
$45K Buy
+1,243
New +$45K 0.03% 452