Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-18,416
Closed -$580K 161
2022
Q2
$580K Sell
18,416
-33
-0.2% -$1.04K 0.14% 77
2022
Q1
$670K Buy
+18,449
New +$670K 0.14% 75
2019
Q1
Sell
-17,231
Closed -$353K 126
2018
Q4
$353K Buy
17,231
+4,804
+39% +$98.4K 0.16% 83
2018
Q3
$320K Buy
+12,427
New +$320K 0.14% 98