Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-900
Closed -$283K 214
2022
Q2
$283K Sell
900
-600
-40% -$189K 0.08% 183
2022
Q1
$497K Sell
1,500
-100
-6% -$33.1K 0.12% 158
2021
Q4
$681K Buy
+1,600
New +$681K 0.15% 139