Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$539K Sell
3,113
-951
-23% -$165K ﹤0.01% 368
2022
Q3
$603K Buy
+4,064
New +$603K 0.01% 327
2021
Q4
Sell
-10,568
Closed -$2.32M 585
2021
Q3
$2.32M Sell
10,568
-1,301
-11% -$285K 0.02% 213
2021
Q2
$3.54M Sell
11,869
-7,863
-40% -$2.35M 0.03% 176
2021
Q1
$5.61M Buy
19,732
+10,971
+125% +$3.12M 0.06% 133
2020
Q4
$2.28M Buy
8,761
+7,732
+751% +$2.01M 0.02% 203
2020
Q3
$259K Buy
+1,029
New +$259K ﹤0.01% 378