Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-9,000
Closed -$1.8M 326
2021
Q4
$1.8M Hold
9,000
0.41% 17
2021
Q3
$1.78M Sell
9,000
-2,250
-20% -$445K 1.48% 11
2021
Q2
$2.23M Buy
+11,250
New +$2.23M 1.55% 13