Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-59
Closed -$17K 585
2021
Q4
$17K Buy
+59
New +$17K ﹤0.01% 676
2020
Q1
Sell
-226,756
Closed -$35M 805
2019
Q4
$35M Sell
226,756
-2,143
-0.9% -$331K 0.42% 82
2019
Q3
$34.2M Buy
228,899
+69,769
+44% +$10.4M 0.43% 80
2019
Q2
$25.6M Buy
+159,130
New +$25.6M 0.31% 103