Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-831
Closed -$6K 4277
2022
Q2
$6K Buy
+831
New +$6K ﹤0.01% 3739
2018
Q2
Sell
-7,792
Closed -$271K 3578
2018
Q1
$271K Sell
7,792
-10,437
-57% -$363K ﹤0.01% 3184
2017
Q4
$623K Buy
18,229
+13,640
+297% +$466K ﹤0.01% 2832
2017
Q3
$249K Buy
+4,589
New +$249K ﹤0.01% 3346
2017
Q2
Sell
-50,401
Closed -$3.28M 3499
2017
Q1
$3.28M Buy
50,401
+46,659
+1,247% +$3.04M ﹤0.01% 1681
2016
Q4
$220K Buy
+3,742
New +$220K ﹤0.01% 3420