Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-4,891
Closed -$204K 163
2022
Q2
$204K Sell
4,891
-608
-11% -$25.4K 0.03% 152
2022
Q1
$315K Sell
5,499
-2,760
-33% -$158K 0.03% 139
2021
Q4
$549K Buy
+8,259
New +$549K 0.05% 123