Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-16,412
Closed -$456K 156
2022
Q2
$456K Buy
16,412
+5,467
+50% +$152K 0.27% 79
2022
Q1
$567K Hold
10,945
0.26% 77
2021
Q4
$737K Buy
+10,945
New +$737K 0.37% 71