Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-4,425
Closed -$639K 49
2022
Q3
$639K Sell
4,425
-5,702
-56% -$823K 0.64% 27
2022
Q2
$1.56M Sell
10,127
-2,458
-20% -$378K 1.48% 23
2022
Q1
$2.22M Buy
12,585
+3,182
+34% +$562K 1.81% 21
2021
Q4
$2.21M Buy
+9,403
New +$2.21M 1.78% 17