Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-2,797
Closed -$241K 121
2022
Q3
$241K Sell
2,797
-180
-6% -$15.5K 0.1% 92
2022
Q2
$208K Sell
2,977
-880
-23% -$61.5K 0.09% 117
2022
Q1
$446K Buy
3,857
+19
+0.5% +$2.2K 0.16% 67
2021
Q4
$724K Buy
3,838
+638
+20% +$120K 0.25% 44
2021
Q3
$833K Sell
3,200
-63
-2% -$16.4K 0.31% 39
2021
Q2
$951K Hold
3,263
0.37% 34
2021
Q1
$792K Buy
3,263
+1,835
+129% +$445K 0.34% 45
2020
Q4
$334K Buy
+1,428
New +$334K 0.16% 78
2019
Q1
Sell
-100
Closed -$8K 445
2018
Q4
$8K Buy
+100
New +$8K 0.01% 403