Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-257
Closed -$1.03M 83
2022
Q3
$1.03M Sell
257
-6
-2% -$23.9K 0.58% 62
2022
Q2
$1.05M Sell
263
-5
-2% -$20K 0.52% 61
2022
Q1
$1.2M Sell
268
-10
-4% -$44.7K 0.53% 63
2021
Q4
$1.64M Sell
278
-40
-13% -$236K 0.7% 56
2021
Q3
$1.52M Sell
318
-5
-2% -$23.9K 0.68% 57
2021
Q2
$1.61M Hold
323
0.7% 57
2021
Q1
$1.52M Sell
323
-9
-3% -$42.5K 0.67% 58
2020
Q4
$1.35M Buy
+332
New +$1.35M 0.72% 56