Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$1.14M Sell
70,265
-12,211
-15% -$199K 0.27% 89
2022
Q3
$1.03M Sell
82,476
-3,901
-5% -$48.8K 0.24% 93
2022
Q2
$862K Buy
86,377
+3,333
+4% +$33.3K 0.21% 99
2022
Q1
$992K Sell
83,044
-40,073
-33% -$479K 0.2% 87
2021
Q4
$1.5M Buy
+123,117
New +$1.5M 0.29% 65