Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-11,745
Closed -$247K 162
2022
Q2
$247K Buy
11,745
+1,082
+10% +$22.8K 0.23% 125
2022
Q1
$274K Buy
10,663
+1,975
+23% +$50.8K 0.23% 113
2021
Q4
$211K Buy
+8,688
New +$211K 0.19% 137