Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-22,666
Closed -$318K 36
2022
Q1
$318K Buy
22,666
+13,171
+139% +$185K 0.2% 37
2021
Q4
$450K Buy
+9,495
New +$450K 0.25% 28
2021
Q2
$694K Buy
+8,266
New +$694K 0.43% 30