Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-8,215
Closed -$505K 335
2022
Q3
$505K Buy
8,215
+116
+1% +$7.13K 0.58% 42
2022
Q2
$590K Buy
8,099
+2,244
+38% +$163K 0.41% 65
2022
Q1
$706K Buy
5,855
+952
+19% +$115K 0.53% 40
2021
Q4
$441K Buy
+4,903
New +$441K 0.47% 56