Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-3,705
Closed -$205K 118
2022
Q2
$205K Sell
3,705
-944
-20% -$52.2K 0.04% 147
2022
Q1
$299K Sell
4,649
-182
-4% -$11.7K 0.04% 155
2021
Q4
$282K Sell
4,831
-540
-10% -$31.5K 0.04% 168
2021
Q3
$280K Buy
5,371
+167
+3% +$8.71K 0.04% 166
2021
Q2
$279K Buy
5,204
+302
+6% +$16.2K 0.04% 173
2021
Q1
$251K Buy
4,902
+220
+5% +$11.3K 0.04% 173
2020
Q4
$208K Buy
+4,682
New +$208K 0.04% 186