Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-2,020
Closed -$560K 78
2022
Q3
$560K Sell
2,020
-5
-0.2% -$1.39K 0.19% 51
2022
Q2
$534K Hold
2,025
0.17% 54
2022
Q1
$485K Buy
+2,025
New +$485K 0.13% 56