Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-4,618
Closed -$237K 68
2022
Q3
$237K Sell
4,618
-325
-7% -$16.7K 0.24% 81
2022
Q2
$274K Sell
4,943
-347
-7% -$19.2K 0.27% 76
2022
Q1
$374K Buy
+5,290
New +$374K 0.13% 72