Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-621
Closed -$219K 162
2021
Q4
$219K Buy
+621
New +$219K 0.11% 149
2021
Q1
Sell
-900
Closed -$212K 158
2020
Q4
$212K Sell
900
-1,200
-57% -$283K 0.13% 141
2020
Q3
$300K Buy
+2,100
New +$300K 0.22% 109
2018
Q2
Sell
-30,300
Closed -$538K 144
2018
Q1
$538K Buy
30,300
+3,825
+14% +$67.9K 0.5% 71
2017
Q4
$550K Buy
+26,475
New +$550K 0.54% 66