Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-6,517
Closed -$355K 201
2022
Q2
$355K Sell
6,517
-60
-0.9% -$3.27K 0.36% 92
2022
Q1
$358K Buy
6,577
+165
+3% +$8.98K 0.59% 76
2021
Q4
$353K Buy
+6,412
New +$353K 0.31% 119