Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,444
Closed -$359K 265
2022
Q2
$359K Buy
2,444
+499
+26% +$73.3K 0.26% 134
2022
Q1
$512K Buy
+1,945
New +$512K 0.28% 102
2021
Q1
Sell
-11,405
Closed -$425K 159
2020
Q4
$425K Buy
11,405
+3,613
+46% +$135K 0.34% 88
2020
Q3
$205K Buy
+7,792
New +$205K 0.15% 105