Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-6,437
Closed -$676K 79
2022
Q3
$676K Sell
6,437
-1,019
-14% -$107K 0.73% 41
2022
Q2
$664K Sell
7,456
-38
-0.5% -$3.38K 0.7% 38
2022
Q1
$1.29M Buy
7,494
+5,312
+243% +$912K 1.06% 20
2021
Q4
$363K Buy
+2,182
New +$363K 0.29% 80