Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-6,874
Closed -$225K 132
2022
Q2
$225K Sell
6,874
-303
-4% -$9.92K 0.28% 99
2022
Q1
$261K Sell
7,177
-60
-0.8% -$2.18K 0.26% 76
2021
Q4
$273K Buy
+7,237
New +$273K 0.25% 86