Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-2,176
Closed -$201K 118
2022
Q3
$201K Buy
+2,176
New +$201K 0.57% 61
2014
Q3
$155K Buy
1,305
+463
+55% +$55K 0.29% 52
2014
Q2
$101K Buy
+842
New +$101K 0.2% 54