Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,251
Closed -$228K 219
2022
Q2
$228K Sell
1,251
-210
-14% -$38.3K 0.15% 234
2022
Q1
$284K Buy
1,461
+122
+9% +$23.7K 0.11% 255
2021
Q4
$309K Buy
+1,339
New +$309K 0.1% 255