Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-14,579
Closed -$2.4M 25
2022
Q1
$2.4M Sell
14,579
-660
-4% -$109K 1.09% 27
2021
Q4
$4.01M Buy
+15,239
New +$4.01M 1.83% 14