Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-9,950
Closed -$237K 270
2022
Q2
$237K Sell
9,950
-73
-0.7% -$1.74K 0.07% 248
2022
Q1
$293K Buy
10,023
+1,889
+23% +$55.2K 0.08% 243
2021
Q4
$225K Buy
+8,134
New +$225K 0.06% 283