Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,051
Closed -$82K 629
2022
Q3
$82K Hold
1,051
0.03% 233
2022
Q2
$171K Sell
1,051
-55
-5% -$8.95K 0.06% 153
2022
Q1
$274K Sell
1,106
-105
-9% -$26K 0.08% 123
2021
Q4
$354K Sell
1,211
-65
-5% -$19K 0.1% 108
2021
Q3
$260K Sell
1,276
-1,059
-45% -$216K 0.08% 128
2021
Q2
$295K Buy
2,335
+948
+68% +$120K 0.09% 118
2021
Q1
$136K Buy
+1,387
New +$136K 0.04% 179