Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-20,528
Closed -$546K 166
2022
Q3
$546K Sell
20,528
-1,120
-5% -$29.8K 0.42% 103
2022
Q2
$492K Sell
21,648
-244
-1% -$5.55K 0.36% 113
2022
Q1
$588K Buy
+21,892
New +$588K 0.38% 99