Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-202
Closed -$8K 434
2022
Q2
$8K Buy
+202
New +$8K ﹤0.01% 719
2019
Q4
Hold
0
324
2019
Q3
Hold
0
331
2014
Q3
Sell
-99,911
Closed -$2.11M 194
2014
Q2
$2.11M Buy
99,911
+49,457
+98% +$1.04M 0.4% 76
2014
Q1
$1.17M Sell
50,454
-17,015
-25% -$396K 0.35% 77
2013
Q4
$1.56M Sell
67,469
-30,755
-31% -$710K 0.4% 70
2013
Q3
$2.31M Sell
98,224
-18,343
-16% -$431K 0.95% 33
2013
Q2
$2.54M Buy
+116,567
New +$2.54M 0.99% 26