Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-921
Closed -$209K 107
2022
Q2
$209K Sell
921
-262
-22% -$59.5K 0.21% 107
2022
Q1
$274K Buy
+1,183
New +$274K 0.09% 100
2015
Q4
Sell
-50,141
Closed -$7.22M 59
2015
Q3
$7.22M Buy
+50,141
New +$7.22M 3.5% 7
2013
Q4
Hold
0
45
2013
Q3
Hold
0
39