Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-14,570
Closed -$178K 78
2022
Q3
$178K Buy
+14,570
New +$178K 0.26% 60
2022
Q1
Sell
-21,378
Closed -$269K 77
2021
Q4
$269K Sell
21,378
-390
-2% -$4.91K 0.29% 62
2021
Q3
$296K Hold
21,768
0.32% 57
2021
Q2
$304K Buy
21,768
+1,179
+6% +$16.5K 0.31% 53
2021
Q1
$256K Buy
+20,589
New +$256K 0.28% 53