Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-10,700
Closed -$149K 104
2022
Q3
$149K Sell
10,700
-6,500
-38% -$90.5K 0.1% 100
2022
Q2
$310K Sell
17,200
-4
-0% -$72 0.2% 87
2022
Q1
$485K Buy
17,204
+554
+3% +$15.6K 0.25% 83
2021
Q4
$496K Buy
+16,650
New +$496K 0.24% 83