Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-7,959
Closed -$262K 583
2022
Q3
$262K Sell
7,959
-1,446
-15% -$47.6K 0.04% 438
2022
Q2
$242K Buy
9,405
+1,494
+19% +$38.4K 0.03% 510
2022
Q1
$397K Buy
7,911
+2,544
+47% +$128K 0.04% 450
2021
Q4
$557K Buy
+5,367
New +$557K 0.05% 363