Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-14,687
Closed -$86K 95
2022
Q3
$86K Buy
14,687
+2,032
+16% +$11.9K 0.07% 80
2022
Q2
$104K Buy
12,655
+1,309
+12% +$10.8K 0.1% 76
2022
Q1
$205K Buy
+11,346
New +$205K 0.1% 82
2021
Q4
Sell
-4,312
Closed -$216K 99
2021
Q3
$216K Sell
4,312
-32,689
-88% -$1.64M 0.12% 100
2021
Q2
$2.35M Buy
+37,001
New +$2.35M 1.19% 32