Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-17,203
Closed -$114K 394
2022
Q3
$114K Buy
17,203
+1,400
+9% +$9.28K 0.01% 370
2022
Q2
$132K Sell
15,803
-150
-0.9% -$1.25K 0.01% 373
2022
Q1
$238K Hold
15,953
0.01% 355
2021
Q4
$227K Buy
15,953
+1,171
+8% +$16.7K 0.01% 365
2021
Q3
$226K Buy
14,782
+2,464
+20% +$37.7K 0.01% 351
2021
Q2
$207K Buy
12,318
+1,225
+11% +$20.6K 0.01% 372
2021
Q1
$226K Buy
+11,093
New +$226K 0.01% 332