Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-21,196
Closed -$561K 71
2022
Q3
$561K Buy
21,196
+374
+2% +$9.9K 1.3% 26
2022
Q2
$596K Buy
20,822
+3,172
+18% +$90.8K 1.19% 28
2022
Q1
$763K Buy
+17,650
New +$763K 1.01% 30