Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-24,313
Closed -$567K 612
2022
Q2
$567K Sell
24,313
-487
-2% -$11.4K 0.06% 432
2022
Q1
$753K Buy
24,800
+20,412
+465% +$620K 0.08% 404
2021
Q4
$150K Hold
4,388
0.01% 573
2021
Q3
$193K Buy
4,388
+2,271
+107% +$99.9K 0.02% 551
2021
Q2
$118K Sell
2,117
-5,927
-74% -$330K 0.01% 582
2021
Q1
$486K Buy
8,044
+2,001
+33% +$121K 0.05% 468
2020
Q4
$419K Buy
+6,043
New +$419K 0.04% 471