Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,101
Closed -$230K 66
2022
Q1
$230K Buy
1,101
+45
+4% +$9.4K 0.18% 62
2021
Q4
$258K Buy
+1,056
New +$258K 0.2% 57