Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-4,980
Closed -$218K 723
2021
Q4
$218K Sell
4,980
-1,368
-22% -$59.9K 0.01% 661
2021
Q3
$232K Hold
6,348
0.01% 628
2021
Q2
$217K Buy
+6,348
New +$217K 0.01% 651
2016
Q1
Sell
-96,000
Closed -$1.25M 258
2015
Q4
$1.25M Buy
+96,000
New +$1.25M 0.55% 59