Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$616K Buy
4,455
+1,558
+54% +$215K 0.99% 51
2022
Q2
$396K Sell
2,897
-1,713
-37% -$234K 0.64% 64
2022
Q1
$805K Sell
4,610
-16,864
-79% -$2.94M 0.98% 49
2021
Q4
$3.75M Buy
+21,474
New +$3.75M 4.4% 1