Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-13,452
Closed -$52K 967
2022
Q2
$52K Buy
+13,452
New +$52K ﹤0.01% 1003
2021
Q4
Sell
-35,708
Closed -$298K 1392
2021
Q3
$298K Sell
35,708
-2,075
-5% -$17.3K 0.01% 961
2021
Q2
$667K Sell
37,783
-1,450
-4% -$25.6K 0.02% 517
2021
Q1
$764K Buy
39,233
+4,192
+12% +$81.6K 0.03% 390
2020
Q4
$698K Buy
+35,041
New +$698K 0.03% 417