Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-3,169
Closed -$293K 62
2022
Q3
$293K Buy
3,169
+598
+23% +$55.3K 0.3% 50
2022
Q2
$278K Sell
2,571
-778
-23% -$84.1K 0.27% 45
2022
Q1
$417K Buy
3,349
+598
+22% +$74.5K 0.32% 48
2021
Q4
$409K Buy
+2,751
New +$409K 0.36% 44
2014
Q1
Sell
-419
Closed -$49K 114
2013
Q4
$49K Buy
+419
New +$49K 0.05% 88