Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-4,326
Closed -$170K 326
2021
Q4
$170K Sell
4,326
-3,160
-42% -$124K 0.05% 300
2021
Q3
$550K Buy
+7,486
New +$550K 0.16% 156