Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-4,962
Closed -$270K 64
2022
Q2
$270K Sell
4,962
-13,318
-73% -$725K 1% 47
2022
Q1
$995K Buy
+18,280
New +$995K 1.33% 11
2021
Q4
Sell
-11,257
Closed -$538K 192
2021
Q3
$538K Buy
+11,257
New +$538K 0.84% 39
2021
Q1
Sell
-8,960
Closed -$412K 144
2020
Q4
$412K Buy
+8,960
New +$412K 0.74% 49