Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-14,640
Closed -$201K 153
2022
Q3
$201K Sell
14,640
-19
-0.1% -$261 0.03% 110
2022
Q2
$236K Buy
14,659
+1,785
+14% +$28.7K 0.04% 93
2022
Q1
$297K Sell
12,874
-530
-4% -$12.2K 0.04% 86
2021
Q4
$309K Buy
13,404
+1,016
+8% +$23.4K 0.04% 85
2021
Q3
$299K Buy
12,388
+316
+3% +$7.63K 0.04% 77
2021
Q2
$323K Sell
12,072
-658
-5% -$17.6K 0.05% 69
2021
Q1
$321K Buy
12,730
+784
+7% +$19.8K 0.05% 71
2020
Q4
$208K Buy
11,946
+443
+4% +$7.71K 0.03% 95
2020
Q3
$131K Buy
+11,503
New +$131K 0.03% 83