Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-10,955
Closed -$290K 616
2022
Q3
$290K Buy
+10,955
New +$290K 0.04% 315
2017
Q4
Sell
-86,742
Closed -$2.03M 498
2017
Q3
$2.03M Buy
86,742
+72,574
+512% +$1.7M 0.07% 151
2017
Q2
$317K Buy
+14,168
New +$317K 0.01% 377
2014
Q3
Sell
-289,139
Closed -$2.86M 237
2014
Q2
$2.86M Buy
+289,139
New +$2.86M 0.15% 86