Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-6,250
Closed -$861K 217
2021
Q4
$861K Buy
6,250
+570
+10% +$78.5K 0.25% 96
2021
Q3
$770K Buy
5,680
+650
+13% +$88.1K 0.3% 92
2021
Q2
$735K Buy
+5,030
New +$735K 0.42% 80