Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,981
Closed -$543K 116
2022
Q1
$543K Buy
3,981
+434
+12% +$59.2K 0.23% 57
2021
Q4
$484K Buy
+3,547
New +$484K 0.24% 50