Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-520
Closed -$237K 77
2022
Q1
$237K Sell
520
-2
-0.4% -$912 0.22% 76
2021
Q4
$296K Buy
+522
New +$296K 0.28% 64