Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-754
Closed -$239K 592
2022
Q1
$239K Sell
754
-47
-6% -$14.9K 0.02% 603
2021
Q4
$321K Sell
801
-540
-40% -$216K 0.03% 500
2021
Q3
$457K Buy
+1,341
New +$457K 0.05% 396