Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-3,292
Closed -$352K 232
2022
Q2
$352K Sell
3,292
-84
-2% -$8.98K 0.09% 181
2022
Q1
$444K Buy
3,376
+133
+4% +$17.5K 0.1% 181
2021
Q4
$356K Buy
3,243
+437
+16% +$48K 0.07% 199
2021
Q3
$257K Sell
2,806
-1,691
-38% -$155K 0.06% 212
2021
Q2
$487K Sell
4,497
-104
-2% -$11.3K 0.11% 158
2021
Q1
$509K Buy
4,601
+2,787
+154% +$308K 0.12% 150
2020
Q4
$208K Buy
+1,814
New +$208K 0.06% 200