Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-4,300
Closed -$499K 215
2021
Q4
$499K Sell
4,300
-4,900
-53% -$569K 0.21% 125
2021
Q3
$1.13M Hold
9,200
0.55% 60
2021
Q2
$1.2M Buy
+9,200
New +$1.2M 1% 37