Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-8,777
Closed -$950K 66
2022
Q2
$950K Buy
8,777
+58
+0.7% +$6.28K 1.06% 24
2022
Q1
$1.09M Buy
8,719
+657
+8% +$81.8K 1.03% 18
2021
Q4
$1.2M Buy
+8,062
New +$1.2M 1.1% 17