Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-8,761
Closed -$1.46M 203
2021
Q4
$1.46M Buy
8,761
+1,879
+27% +$313K 0.3% 47
2021
Q3
$999K Buy
6,882
+2,808
+69% +$408K 0.26% 53
2021
Q2
$629K Buy
+4,074
New +$629K 0.17% 49