Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,279
Closed -$25K 609
2022
Q3
$25K Sell
1,279
-69
-5% -$1.35K ﹤0.01% 599
2022
Q2
$30K Sell
1,348
-28
-2% -$623 ﹤0.01% 596
2022
Q1
$164K Sell
1,376
-27
-2% -$3.22K 0.02% 556
2021
Q4
$325K Buy
1,403
+954
+212% +$221K 0.03% 531
2021
Q3
$135K Sell
449
-4
-0.9% -$1.2K 0.01% 570
2021
Q2
$136K Sell
453
-1,155
-72% -$347K 0.01% 570
2021
Q1
$421K Buy
1,608
+227
+16% +$59.4K 0.04% 492
2020
Q4
$330K Buy
+1,381
New +$330K 0.03% 509