Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-25,113
Closed -$1.74M 305
2021
Q4
$1.74M Sell
25,113
-6,624
-21% -$459K 0.29% 154
2021
Q3
$1.97M Buy
+31,737
New +$1.97M 0.33% 120
2014
Q2
Sell
-75,135
Closed -$1.25M 328
2014
Q1
$1.25M Sell
75,135
-13,491
-15% -$224K 0.22% 245
2013
Q4
$1.38M Sell
88,626
-105
-0.1% -$1.64K 0.25% 187
2013
Q3
$1.09M Buy
+88,731
New +$1.09M 0.22% 232