Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-10,472
Closed -$117K 194
2022
Q3
$117K Sell
10,472
-2,442
-19% -$27.3K 0.07% 170
2022
Q2
$144K Sell
12,914
-9,280
-42% -$103K 0.09% 172
2022
Q1
$375K Buy
22,194
+4,436
+25% +$75K 0.18% 115
2021
Q4
$369K Buy
+17,758
New +$369K 0.15% 127