Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-9,807
Closed -$244K 166
2022
Q3
$244K Buy
9,807
+898
+10% +$22.3K 0.09% 126
2022
Q2
$292K Sell
8,909
-3,042
-25% -$99.7K 0.1% 124
2022
Q1
$434K Sell
11,951
-1,444
-11% -$52.4K 0.13% 97
2021
Q4
$505K Buy
+13,395
New +$505K 0.17% 71