Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-951
Closed -$236K 330
2022
Q2
$236K Buy
+951
New +$236K 0.01% 281
2018
Q2
Sell
-3,150
Closed -$917K 950
2018
Q1
$917K Hold
3,150
0.01% 545
2017
Q4
$590K Sell
3,150
-50
-2% -$9.37K 0.01% 654
2017
Q3
$540K Hold
3,200
0.01% 628
2017
Q2
$459K Buy
+3,200
New +$459K 0.01% 643