Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-3,460
Closed -$48K 505
2022
Q2
$48K Sell
3,460
-1,375
-28% -$19.1K 0.03% 177
2022
Q1
$180K Sell
4,835
-220
-4% -$8.19K 0.12% 88
2021
Q4
$210K Hold
5,055
0.14% 87
2021
Q3
$420K Buy
5,055
+100
+2% +$8.31K 0.31% 59
2021
Q2
$335K Buy
+4,955
New +$335K 0.25% 64