Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-6,422
Closed -$400K 315
2022
Q3
$400K Sell
6,422
-417
-6% -$26K 0.14% 167
2022
Q2
$509K Buy
+6,839
New +$509K 0.22% 111