Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-4,980
Closed -$249K 477
2022
Q3
$249K Sell
4,980
-900
-15% -$45K 0.02% 398
2022
Q2
$330K Sell
5,880
-437
-7% -$24.6K 0.03% 364
2022
Q1
$435K Buy
6,317
+521
+9% +$35.9K 0.03% 343
2021
Q4
$312K Buy
+5,796
New +$312K 0.02% 401