Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,919
Closed -$174K 52
2022
Q2
$174K Sell
2,919
-1,669
-36% -$99.5K 0.05% 63
2022
Q1
$365K Buy
+4,588
New +$365K 0.08% 52