Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-3,478
Closed -$230K 248
2022
Q3
$230K Sell
3,478
-265
-7% -$17.5K 0.02% 192
2022
Q2
$339K Sell
3,743
-69
-2% -$6.25K 0.03% 165
2022
Q1
$368K Buy
3,812
+403
+12% +$38.9K 0.03% 165
2021
Q4
$444K Buy
3,409
+400
+13% +$52.1K 0.04% 134
2021
Q3
$385K Buy
3,009
+450
+18% +$57.6K 0.04% 133
2021
Q2
$330K Buy
+2,559
New +$330K 0.04% 150