Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-8,217
Closed -$294K 184
2022
Q3
$294K Sell
8,217
-59
-0.7% -$2.11K 0.04% 144
2022
Q2
$272K Sell
8,276
-453
-5% -$14.9K 0.04% 149
2022
Q1
$404K Sell
8,729
-738
-8% -$34.2K 0.05% 137
2021
Q4
$977K Buy
9,467
+3,523
+59% +$364K 0.09% 95
2021
Q3
$449K Buy
5,944
+2,015
+51% +$152K 0.05% 133
2021
Q2
$354K Buy
+3,929
New +$354K 0.04% 150