Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,548
Closed -$411K 49
2022
Q3
$411K Sell
1,548
-168
-10% -$44.6K 0.4% 20
2022
Q2
$385K Sell
1,716
-150
-8% -$33.7K 0.36% 21
2022
Q1
$670K Buy
1,866
+21
+1% +$7.54K 0.5% 19
2021
Q4
$650K Buy
+1,845
New +$650K 0.57% 17