Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-8,821
Closed -$218K 193
2022
Q2
$218K Sell
8,821
-147
-2% -$3.63K 0.05% 173
2022
Q1
$312K Sell
8,968
-336
-4% -$11.7K 0.06% 174
2021
Q4
$354K Buy
+9,304
New +$354K 0.07% 171