Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$363K Buy
1,526
+118
+8% +$28.1K 0.04% 453
2022
Q3
$298K Sell
1,408
-78
-5% -$16.5K 0.04% 494
2022
Q2
$300K Sell
1,486
-30
-2% -$6.06K 0.03% 502
2022
Q1
$344K Sell
1,516
-46
-3% -$10.4K 0.03% 504
2021
Q4
$398K Hold
1,562
0.04% 508
2021
Q3
$371K Sell
1,562
-16
-1% -$3.8K 0.04% 502
2021
Q2
$346K Buy
1,578
+7
+0.4% +$1.54K 0.03% 505
2021
Q1
$312K Buy
1,571
+969
+161% +$192K 0.03% 524
2020
Q4
$120K Sell
602
-4
-0.7% -$797 0.01% 591
2020
Q3
$116K Buy
+606
New +$116K 0.01% 569