Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-997
Closed -$260K 238
2021
Q4
$260K Buy
997
+211
+27% +$55K 0.05% 240
2021
Q3
$207K Buy
+786
New +$207K 0.05% 219