Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$360K Sell
3,242
-265
-8% -$29.4K 0.08% 169
2022
Q3
$302K Sell
3,507
-195
-5% -$16.8K 0.07% 174
2022
Q2
$338K Sell
3,702
-444
-11% -$40.5K 0.08% 169
2022
Q1
$340K Buy
4,146
+677
+20% +$55.5K 0.07% 172
2021
Q4
$266K Buy
+3,469
New +$266K 0.05% 182