Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-7,539
Closed -$247K 75
2022
Q2
$247K Sell
7,539
-1,893
-20% -$62K 0.22% 79
2022
Q1
$342K Buy
+9,432
New +$342K 0.19% 84
2021
Q3
Sell
-66,231
Closed -$2M 163
2021
Q2
$2M Sell
66,231
-4,241
-6% -$128K 1.1% 31
2021
Q1
$2.24M Buy
+70,472
New +$2.24M 1.5% 29