Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-6,217
Closed -$1.2M 97
2021
Q4
$1.2M Sell
6,217
-498
-7% -$96.3K 1.1% 35
2021
Q3
$1.17M Buy
6,715
+255
+4% +$44.2K 1.1% 37
2021
Q2
$1.03M Buy
+6,460
New +$1.03M 0.95% 37