Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,253
Closed -$121K 375
2022
Q3
$121K Hold
1,253
0.01% 199
2022
Q2
$132K Buy
1,253
+88
+8% +$9.27K 0.01% 209
2022
Q1
$201K Sell
1,165
-320
-22% -$55.2K 0.02% 183
2021
Q4
$240K Buy
+1,485
New +$240K 0.02% 181
2021
Q3
Sell
-943
Closed -$231K 188
2021
Q2
$231K Buy
+943
New +$231K 0.02% 186