Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-12,261
Closed -$1.09M 206
2022
Q2
$1.09M Sell
12,261
-27
-0.2% -$2.41K 0.17% 83
2022
Q1
$1.47M Buy
12,288
+141
+1% +$16.9K 0.2% 79
2021
Q4
$2M Buy
12,147
+101
+0.8% +$16.7K 0.26% 79
2021
Q3
$1.79M Buy
+12,046
New +$1.79M 0.26% 77