Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-5,057
Closed -$217K 557
2022
Q3
$217K Buy
5,057
+967
+24% +$41.5K 0.14% 325
2022
Q2
$273K Buy
4,090
+368
+10% +$24.6K 0.19% 249
2022
Q1
$414K Buy
3,722
+1,745
+88% +$194K 0.34% 112
2021
Q4
$233K Buy
+1,977
New +$233K 0.37% 137