Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,378
Closed -$216K 916
2022
Q2
$216K Sell
2,378
-1,190
-33% -$108K ﹤0.01% 830
2022
Q1
$396K Sell
3,568
-196
-5% -$21.8K ﹤0.01% 752
2021
Q4
$527K Sell
3,764
-961
-20% -$135K ﹤0.01% 728
2021
Q3
$638K Buy
4,725
+340
+8% +$45.9K 0.01% 698
2021
Q2
$616K Buy
4,385
+1,790
+69% +$251K 0.01% 724
2021
Q1
$319K Buy
+2,595
New +$319K ﹤0.01% 819