Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-10,482
Closed -$475K 243
2022
Q2
$475K Sell
10,482
-1,009
-9% -$45.7K 0.29% 61
2022
Q1
$547K Sell
11,491
-4,904
-30% -$233K 0.32% 66
2021
Q4
$675K Buy
+16,395
New +$675K 0.38% 53