Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-8,755
Closed -$385K 1328
2022
Q3
$385K Sell
8,755
-190
-2% -$8.36K 0.01% 838
2022
Q2
$487K Sell
8,945
-80
-0.9% -$4.36K 0.02% 759
2022
Q1
$590K Sell
9,025
-3,717
-29% -$243K 0.02% 769
2021
Q4
$1.72M Buy
12,742
+3,669
+40% +$496K 0.05% 362
2021
Q3
$925K Buy
+9,073
New +$925K 0.03% 565