Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-11,290
Closed -$157K 1423
2022
Q3
$157K Sell
11,290
-350
-3% -$4.87K ﹤0.01% 1257
2022
Q2
$210K Hold
11,640
﹤0.01% 1251
2022
Q1
$329K Buy
11,640
+380
+3% +$10.7K 0.01% 1162
2021
Q4
$336K Sell
11,260
-275
-2% -$8.21K 0.01% 1181
2021
Q3
$373K Sell
11,535
-400
-3% -$12.9K 0.01% 1132
2021
Q2
$420K Sell
11,935
-2,717
-19% -$95.6K 0.01% 1107
2021
Q1
$549K Sell
14,652
-1,118
-7% -$41.9K 0.01% 928
2020
Q4
$368K Sell
15,770
-3,100
-16% -$72.3K 0.01% 1012
2020
Q3
$287K Buy
+18,870
New +$287K 0.01% 998