Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-7,519
Closed -$273K 159
2022
Q1
$273K Buy
+7,519
New +$273K 0.7% 20
2014
Q3
$112K Buy
6,930
+2,257
+48% +$36.5K 0.21% 78
2014
Q2
$71K Buy
+4,673
New +$71K 0.14% 86