Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,300
Closed -$361K 646
2022
Q1
$361K Buy
+2,300
New +$361K ﹤0.01% 559
2017
Q2
Sell
-5,819
Closed -$378K 368
2017
Q1
$378K Hold
5,819
0.01% 296
2016
Q4
$352K Hold
5,819
0.01% 281
2016
Q3
$346K Hold
5,819
0.01% 273
2016
Q2
$326K Hold
5,819
0.01% 275
2016
Q1
$302K Hold
5,819
0.01% 277
2015
Q4
$288K Hold
5,819
0.01% 272
2015
Q3
$269K Hold
5,819
0.01% 302
2015
Q2
$330K Hold
5,819
0.03% 217
2015
Q1
$325K Buy
+5,819
New +$325K 0.01% 353