Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,372
Closed -$1.21M 132
2022
Q1
$1.21M Buy
3,372
+573
+20% +$206K 0.99% 21
2021
Q4
$986K Buy
+2,799
New +$986K 0.74% 33