Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-5,533
Closed -$563K 127
2021
Q4
$563K Buy
5,533
+477
+9% +$48.5K 0.26% 56
2021
Q3
$451K Buy
+5,056
New +$451K 0.25% 51