Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$2.16M Buy
+9,441
New +$2.16M 2.67% 6
2022
Q2
Sell
-8,695
Closed -$2.26M 83
2022
Q1
$2.26M Buy
8,695
+863
+11% +$224K 2.49% 7
2021
Q4
$2.28M Buy
+7,832
New +$2.28M 1.28% 8