Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-5,733
Closed -$241K 143
2022
Q3
$241K Buy
+5,733
New +$241K 0.19% 110
2022
Q1
Sell
-10,363
Closed -$710K 148
2021
Q4
$710K Buy
10,363
+3,318
+47% +$227K 0.51% 50
2021
Q3
$533K Buy
+7,045
New +$533K 0.41% 68