Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-3,456
Closed -$374K 92
2022
Q2
$374K Sell
3,456
-1,071
-24% -$116K 0.61% 67
2022
Q1
$563K Buy
4,527
+25
+0.6% +$3.11K 0.69% 66
2021
Q4
$611K Buy
+4,502
New +$611K 0.72% 64