Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-736
Closed -$240K 365
2022
Q2
$240K Buy
+736
New +$240K 0.02% 337
2016
Q1
Sell
-1,449
Closed -$286K 278
2015
Q4
$286K Buy
1,449
+58
+4% +$11.4K 0.06% 218
2015
Q3
$257K Buy
+1,391
New +$257K 0.06% 220