Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-15,003
Closed -$1.42M 818
2022
Q2
$1.42M Sell
15,003
-497
-3% -$46.9K 0.19% 108
2022
Q1
$1.92M Sell
15,500
-259
-2% -$32.1K 0.22% 106
2021
Q4
$2.47M Buy
15,759
+1,386
+10% +$217K 0.28% 96
2021
Q3
$2.4M Buy
+14,373
New +$2.4M 0.3% 83