Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$291K Sell
700
-10
-1% -$4.16K 1.91% 12
2022
Q2
$338K Sell
710
-695
-49% -$331K 3.09% 9
2022
Q1
$938K Buy
1,405
+475
+51% +$317K 2.57% 11
2021
Q4
$740K Sell
930
-147
-14% -$117K 0.85% 24
2021
Q3
$802K Buy
+1,077
New +$802K 0.89% 27