Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,500
Closed -$258K 118
2022
Q1
$258K Sell
1,500
-500
-25% -$86K 0.08% 61
2021
Q4
$508K Buy
+2,000
New +$508K 0.16% 44