Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-5,471
Closed -$228K 113
2022
Q2
$228K Sell
5,471
-2,369
-30% -$98.7K 0.15% 96
2022
Q1
$449K Buy
+7,840
New +$449K 0.25% 62
2021
Q1
$368K Buy
+6,005
New +$368K 0.22% 55