Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-15
Closed -$1K 465
2022
Q3
$1K Hold
15
﹤0.01% 417
2022
Q2
$1K Sell
15
-8,340
-100% -$556K ﹤0.01% 445
2022
Q1
$870K Sell
8,355
-7,112
-46% -$741K 0.28% 127
2021
Q4
$1.16M Buy
15,467
+750
+5% +$56.4K 0.36% 99
2021
Q3
$955K Buy
14,717
+2,132
+17% +$138K 0.34% 112
2021
Q2
$764K Buy
+12,585
New +$764K 0.27% 142