Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-881
Closed -$238K 159
2022
Q2
$238K Buy
881
+17
+2% +$4.59K 0.03% 212
2022
Q1
$282K Sell
864
-705
-45% -$230K 0.03% 203
2021
Q4
$472K Sell
1,569
-76
-5% -$22.9K 0.05% 171
2021
Q3
$470K Buy
+1,645
New +$470K 0.06% 176