Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-17,842
Closed -$1.31M 786
2022
Q2
$1.31M Sell
17,842
-1,569
-8% -$115K 0.17% 113
2022
Q1
$2.41M Buy
19,411
+2,565
+15% +$319K 0.28% 89
2021
Q4
$3.69M Buy
+16,846
New +$3.69M 0.42% 62