Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-3,934
Closed -$214K 179
2022
Q2
$214K Sell
3,934
-1,200
-23% -$65.3K 0.09% 176
2022
Q1
$280K Buy
+5,134
New +$280K 0.11% 157