Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-5,871
Closed -$225K 207
2022
Q1
$225K Sell
5,871
-3,080
-34% -$118K 0.03% 203
2021
Q4
$383K Buy
+8,951
New +$383K 0.06% 193