Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$455K Sell
10,228
-3,344
-25% -$149K 0.86% 23
2022
Q2
$614K Buy
13,572
+1,691
+14% +$76.5K 1.05% 22
2022
Q1
$662K Sell
11,881
-224
-2% -$12.5K 0.53% 22
2021
Q4
$546K Buy
12,105
+249
+2% +$11.2K 0.41% 24
2021
Q3
$483K Sell
11,856
-1,252
-10% -$51K 0.4% 25
2021
Q2
$508K Sell
13,108
-703
-5% -$27.2K 0.38% 27
2021
Q1
$514K Buy
+13,811
New +$514K 0.4% 27