Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,475
Closed -$252K 286
2022
Q2
$252K Sell
2,475
-5
-0.2% -$509 0.05% 230
2022
Q1
$333K Buy
2,480
+16
+0.6% +$2.15K 0.06% 204
2021
Q4
$410K Buy
+2,464
New +$410K 0.08% 168