Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-6,556
Closed -$280 742
2022
Q3
$280 Buy
6,556
+19
+0.3% +$1 0.01% 559
2022
Q2
$471K Sell
6,537
-199
-3% -$14.3K 0.07% 332
2022
Q1
$558K Sell
6,736
-292
-4% -$24.2K 0.06% 340
2021
Q4
$725K Buy
7,028
+118
+2% +$12.2K 0.08% 287
2021
Q3
$805K Sell
6,910
-181
-3% -$21.1K 0.1% 241
2021
Q2
$676K Buy
+7,091
New +$676K 0.09% 267