Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-600
Closed -$155K 334
2021
Q4
$155K Sell
600
-2,400
-80% -$620K 0.14% 115
2021
Q3
$658K Buy
+3,000
New +$658K 0.58% 45