Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-8,243
Closed -$530K 818
2022
Q1
$530K Sell
8,243
-67
-0.8% -$4.31K 0.01% 582
2021
Q4
$697K Buy
8,310
+144
+2% +$12.1K 0.01% 425
2021
Q3
$638K Buy
+8,166
New +$638K 0.01% 372