Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-11,192
Closed -$235K 210
2022
Q2
$235K Sell
11,192
-3,612
-24% -$75.8K 0.24% 156
2022
Q1
$264K Buy
14,804
+359
+2% +$6.4K 0.44% 92
2021
Q4
$268K Buy
+14,445
New +$268K 0.24% 170