Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$670K Hold
9,804
0.85% 38
2022
Q3
$577K Buy
9,804
+400
+4% +$23.5K 0.6% 40
2022
Q2
$678K Sell
9,404
-200
-2% -$14.4K 0.65% 37
2022
Q1
$767K Sell
9,604
-1,250
-12% -$99.8K 0.61% 37
2021
Q4
$975K Buy
10,854
+520
+5% +$46.7K 0.69% 33
2021
Q3
$843K Sell
10,334
-7,900
-43% -$644K 0.65% 35
2021
Q2
$1.28M Buy
18,234
+9,350
+105% +$655K 0.91% 33
2021
Q1
$624K Sell
8,884
-380
-4% -$26.7K 0.51% 51
2020
Q4
$607K Buy
+9,264
New +$607K 0.53% 46