Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-2,244
Closed -$128K 122
2022
Q3
$128K Buy
2,244
+833
+59% +$47.5K 0.02% 120
2022
Q2
$128K Hold
1,411
0.02% 120
2022
Q1
$213K Hold
1,411
0.03% 117
2021
Q4
$316K Buy
1,411
+469
+50% +$105K 0.08% 52
2021
Q3
$224K Buy
+942
New +$224K 0.03% 93