Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,970
Closed -$543K 264
2021
Q4
$543K Buy
2,970
+27
+0.9% +$4.94K 0.21% 111
2021
Q3
$461K Buy
2,943
+218
+8% +$34.1K 0.1% 136
2021
Q2
$478K Buy
2,725
+268
+11% +$47K 0.1% 127
2021
Q1
$445K Buy
+2,457
New +$445K 0.1% 134