Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-10,000
Closed -$2.63M 43
2021
Q4
$2.63M Buy
10,000
+1,200
+14% +$316K 0.52% 20
2021
Q3
$2.81M Buy
+8,800
New +$2.81M 0.52% 19
2018
Q3
Hold
0
86
2018
Q2
Hold
0
91