Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,748
Closed -$247K 175
2022
Q2
$247K Buy
1,748
+14
+0.8% +$1.98K 0.15% 137
2022
Q1
$225K Buy
1,734
+51
+3% +$6.62K 0.11% 161
2021
Q4
$218K Buy
+1,683
New +$218K 0.11% 167