Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-3,014
Closed -$502K 194
2021
Q4
$502K Buy
3,014
+1,173
+64% +$195K 0.14% 116
2021
Q3
$277K Buy
+1,841
New +$277K 0.1% 143