Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-8,000
Closed -$96K 228
2022
Q3
$96K Sell
8,000
-33,000
-80% -$396K 0.01% 202
2022
Q2
$1.3M Sell
41,000
-9,800
-19% -$311K 0.08% 129
2022
Q1
$1.42M Hold
50,800
0.1% 121
2021
Q4
$2.49M Sell
50,800
-26,200
-34% -$1.29M 0.18% 87
2021
Q3
$2.74M Buy
+77,000
New +$2.74M 0.48% 61