Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,931
Closed -$418K 138
2021
Q4
$418K Buy
1,931
+166
+9% +$35.9K 0.2% 71
2021
Q3
$393K Buy
+1,765
New +$393K 0.22% 60