Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,452
Closed -$567K 58
2022
Q1
$567K Buy
2,452
+281
+13% +$65K 0.47% 33
2021
Q4
$562K Buy
+2,171
New +$562K 0.4% 35