Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-989
Closed -$207K 142
2022
Q2
$207K Sell
989
-31
-3% -$6.49K 0.04% 145
2022
Q1
$247K Sell
1,020
-82
-7% -$19.9K 0.03% 173
2021
Q4
$287K Sell
1,102
-96
-8% -$25K 0.04% 166
2021
Q3
$316K Sell
1,198
-162
-12% -$42.7K 0.04% 158
2021
Q2
$335K Buy
1,360
+51
+4% +$12.6K 0.05% 158
2021
Q1
$254K Buy
1,309
+90
+7% +$17.5K 0.04% 172
2020
Q4
$259K Buy
+1,219
New +$259K 0.04% 162
2020
Q3
Sell
-1,661
Closed -$318K 102
2020
Q2
$318K Buy
+1,661
New +$318K 0.13% 68