Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$941K Sell
4,954
-8
-0.2% -$1.52K ﹤0.01% 1239
2022
Q2
$933K Sell
4,962
-2,475
-33% -$465K ﹤0.01% 1270
2022
Q1
$1.81M Buy
7,437
+4,998
+205% +$1.22M ﹤0.01% 1213
2021
Q4
$822K Buy
2,439
+11
+0.5% +$3.71K ﹤0.01% 1211
2021
Q3
$1K Sell
2,428
-583
-19% -$240 ﹤0.01% 1967
2021
Q2
$630K Buy
3,011
+2,781
+1,209% +$582K ﹤0.01% 1298
2021
Q1
$53K Buy
+230
New +$53K ﹤0.01% 1783
2015
Q3
Sell
-6,538
Closed -$257K 972
2015
Q2
$257K Sell
6,538
-32,407
-83% -$1.27M ﹤0.01% 869
2015
Q1
$1.73M Sell
38,945
-39,043
-50% -$1.73M 0.01% 585
2014
Q4
$4.32M Sell
77,988
-8,249
-10% -$457K 0.01% 423
2014
Q3
$4.27M Buy
86,237
+20,360
+31% +$1.01M 0.01% 421
2014
Q2
$2.89M Buy
65,877
+43,837
+199% +$1.93M 0.01% 482
2014
Q1
$842K Buy
+22,040
New +$842K ﹤0.01% 676