Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$828K Buy
4,550
+308
+7% +$56K 1.33% 28
2022
Q2
$834K Sell
4,242
-503
-11% -$98.9K 1.35% 23
2022
Q1
$1.02M Sell
4,745
-45
-0.9% -$9.63K 1.24% 30
2021
Q4
$996K Buy
+4,790
New +$996K 1.17% 34