Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-10,000
Closed -$381K 327
2021
Q4
$381K Buy
10,000
+1,700
+20% +$64.8K 0.05% 309
2021
Q3
$265K Buy
+8,300
New +$265K 0.04% 350