Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$620K Buy
+2,359
New +$620K 0.13% 94
2016
Q4
$782K Buy
5,346
+451
+9% +$66K 0.65% 23
2016
Q3
$816K Buy
4,895
+3,156
+181% +$526K 0.71% 19
2016
Q2
$265K Buy
1,739
+2
+0.1% +$305 0.23% 72
2016
Q1
$260K Sell
1,737
-1,398
-45% -$209K 0.23% 69
2015
Q4
$509K Sell
3,135
-298
-9% -$48.4K 0.48% 36
2015
Q3
$475K Sell
3,433
-106
-3% -$14.7K 0.51% 34
2015
Q2
$543K Buy
3,539
+6
+0.2% +$921 0.45% 39
2015
Q1
$565K Buy
3,533
+295
+9% +$47.2K 0.47% 38
2014
Q4
$516K Buy
+3,238
New +$516K 0.43% 37