Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-9,301
Closed -$343K 268
2022
Q1
$343K Sell
9,301
-1,215
-12% -$44.8K 0.13% 236
2021
Q4
$742K Buy
10,516
+1,362
+15% +$96.1K 0.24% 186
2021
Q3
$730K Buy
+9,154
New +$730K 0.24% 193