Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-8,079
Closed -$1.87M 216
2022
Q1
$1.87M Sell
8,079
-2,169
-21% -$502K 0.25% 74
2021
Q4
$2.89M Buy
10,248
+275
+3% +$77.6K 0.37% 56
2021
Q3
$2.39M Buy
+9,973
New +$2.39M 0.35% 64