Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-8,272
Closed -$1.17M 159
2022
Q2
$1.17M Buy
8,272
+131
+2% +$18.5K 0.28% 86
2022
Q1
$1.73M Buy
8,141
+253
+3% +$53.7K 0.36% 81
2021
Q4
$1.83M Buy
+7,888
New +$1.83M 0.51% 64