Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-58,838
Closed -$6.69M 19
2022
Q2
$6.69M Buy
58,838
+14,223
+32% +$1.62M 4.3% 13
2022
Q1
$4.85M Buy
44,615
+291
+0.7% +$31.7K 2.77% 18
2021
Q4
$5.27M Buy
+44,324
New +$5.27M 2.41% 20