Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,177
Closed -$250K 130
2022
Q1
$250K Buy
+1,177
New +$250K 0.09% 105
2014
Q1
Sell
-110,000
Closed -$6.96M 68
2013
Q4
$6.96M Hold
110,000
3.39% 9
2013
Q3
$7.04M Hold
110,000
4.48% 6
2013
Q2
$7.58M Buy
+110,000
New +$7.58M 5.01% 6