Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-18,443
Closed -$291K 271
2022
Q3
$291K Buy
18,443
+839
+5% +$13.2K 0.06% 194
2022
Q2
$382K Buy
17,604
+779
+5% +$16.9K 0.07% 175
2022
Q1
$354K Sell
16,825
-3,190
-16% -$67.1K 0.06% 205
2021
Q4
$634K Sell
20,015
-5,200
-21% -$165K 0.12% 120
2021
Q3
$898K Buy
25,215
+1,359
+6% +$48.4K 0.19% 79
2021
Q2
$1.27M Buy
23,856
+6,379
+36% +$339K 0.28% 60
2021
Q1
$681K Buy
17,477
+5,698
+48% +$222K 0.16% 85
2020
Q4
$574K Buy
+11,779
New +$574K 0.06% 128