Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-6,264
Closed -$236K 118
2021
Q4
$236K Buy
+6,264
New +$236K 0.09% 107
2016
Q2
Sell
-8,503
Closed -$265K 96
2016
Q1
$265K Buy
+8,503
New +$265K 0.12% 96
2015
Q3
Sell
-18,724
Closed -$255K 97
2015
Q2
$255K Hold
18,724
0.22% 83
2015
Q1
$265K Buy
18,724
+3,158
+20% +$44.7K 0.23% 81
2014
Q4
$284K Buy
+15,566
New +$284K 0.25% 78