Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-771
Closed -$205K 101
2022
Q3
$205K Sell
771
-330
-30% -$87.7K 0.14% 78
2022
Q2
$247K Sell
1,101
-87
-7% -$19.5K 0.22% 68
2022
Q1
$433K Buy
1,188
+243
+26% +$88.6K 0.33% 56
2021
Q4
$337K Buy
+945
New +$337K 0.25% 66