Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-42,100
Closed -$970K 84
2022
Q1
$970K Sell
42,100
-15,000
-26% -$346K 0.64% 26
2021
Q4
$1.31M Buy
57,100
+6,800
+14% +$156K 0.57% 35
2021
Q3
$1.21M Buy
+50,300
New +$1.21M 0.56% 49