Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,000
Closed -$98K 279
2022
Q2
$98K Sell
1,000
-2,033
-67% -$199K 0.06% 84
2022
Q1
$360K Sell
3,033
-2,267
-43% -$269K 0.21% 41
2021
Q4
$722K Buy
+5,300
New +$722K 0.46% 34