Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-36,193
Closed -$1.55M 19
2022
Q3
$1.55M Hold
36,193
1.44% 17
2022
Q2
$2.61M Hold
36,193
2.1% 15
2022
Q1
$3M Buy
36,193
+7,204
+25% +$597K 2.01% 14
2021
Q4
$3.02M Buy
+28,989
New +$3.02M 2.72% 15