Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-982
Closed -$565K 53
2022
Q1
$565K Sell
982
-268
-21% -$154K 0.47% 34
2021
Q4
$710K Buy
+1,250
New +$710K 0.51% 19