Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-2,754
Closed -$237K 76
2022
Q3
$237K Buy
+2,754
New +$237K 0.08% 62
2022
Q2
Sell
-2,304
Closed -$266K 68
2022
Q1
$266K Buy
2,304
+49
+2% +$5.66K 0.08% 57
2021
Q4
$425K Buy
+2,255
New +$425K 0.11% 42
2020
Q4
Sell
-1,248
Closed -$246K 43
2020
Q3
$246K Sell
1,248
-10
-0.8% -$1.97K 0.11% 48
2020
Q2
$219K Buy
+1,258
New +$219K 0.1% 47