Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-589
Closed -$12K 59
2022
Q3
$12K Sell
589
-2,094
-78% -$42.7K 0.18% 37
2022
Q2
$67K Buy
2,683
+1,233
+85% +$30.8K 1.16% 24
2022
Q1
$87K Buy
1,450
+830
+134% +$49.8K 0.38% 75
2021
Q4
$92K Buy
+620
New +$92K 0.56% 54