Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,785
Closed -$212K 50
2022
Q3
$212K Sell
1,785
-2,208
-55% -$262K 0.19% 45
2022
Q2
$564K Buy
3,993
+145
+4% +$20.5K 0.51% 24
2022
Q1
$500K Buy
+3,848
New +$500K 0.36% 28
2020
Q3
Sell
-90
Closed -$10K 78
2020
Q2
$10K Buy
+90
New +$10K 0.01% 109