Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,921
Closed -$447K 17
2022
Q2
$447K Hold
2,921
0.33% 12
2022
Q1
$473K Buy
2,921
+343
+13% +$55.5K 0.53% 13
2021
Q4
$349K Sell
2,578
-3,071
-54% -$416K 0.26% 33
2021
Q3
$609K Sell
5,649
-1,065
-16% -$115K 0.41% 19
2021
Q2
$756K Hold
6,714
0.49% 17
2021
Q1
$727K Sell
6,714
-2,262
-25% -$245K 0.62% 15
2020
Q4
$962K Buy
+8,976
New +$962K 0.88% 13