Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-13,023
Closed -$345K 101
2022
Q3
$345K Hold
13,023
0.07% 98
2022
Q2
$266K Sell
13,023
-1,669
-11% -$34.1K 0.05% 124
2022
Q1
$524K Buy
14,692
+1,104
+8% +$39.4K 0.08% 95
2021
Q4
$570K Buy
13,588
+490
+4% +$20.6K 0.07% 103
2021
Q3
$587K Hold
13,098
0.08% 114
2021
Q2
$656K Hold
13,098
0.1% 114
2021
Q1
$714K Buy
13,098
+75
+0.6% +$4.09K 0.13% 93
2020
Q4
$664K Buy
+13,023
New +$664K 0.14% 86