Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$257K Buy
+6,521
New +$257K 0.05% 145
2016
Q4
$322K Sell
6,023
-470
-7% -$25.1K 0.27% 64
2016
Q3
$337K Sell
6,493
-448
-6% -$23.3K 0.29% 59
2016
Q2
$388K Buy
6,941
+911
+15% +$50.9K 0.33% 56
2016
Q1
$326K Buy
+6,030
New +$326K 0.29% 64
2015
Q3
Sell
-5,990
Closed -$279K 82
2015
Q2
$279K Buy
5,990
+1,634
+38% +$76.1K 0.23% 65
2015
Q1
$212K Hold
4,356
0.18% 78
2014
Q4
$204K Buy
+4,356
New +$204K 0.17% 74