Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,165
Closed -$226K 224
2022
Q2
$226K Sell
2,165
-715
-25% -$74.6K 0.01% 271
2022
Q1
$428K Sell
2,880
-366
-11% -$54.4K 0.02% 179
2021
Q4
$371K Sell
3,246
-571
-15% -$65.3K 0.01% 245
2021
Q3
$376K Sell
3,817
-1,344
-26% -$132K 0.01% 263
2021
Q2
$495K Sell
5,161
-1,700
-25% -$163K 0.01% 251
2021
Q1
$551K Buy
+6,861
New +$551K 0.02% 144