Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-79
Closed -$5K 212
2021
Q4
$5K Hold
79
﹤0.01% 333
2021
Q3
$6K Buy
+79
New +$6K ﹤0.01% 334
2015
Q3
Sell
-14,669
Closed -$372K 473
2015
Q2
$372K Buy
14,669
+1,708
+13% +$43.3K 0.13% 75
2015
Q1
$317K Sell
12,961
-24,273
-65% -$594K 0.11% 86
2014
Q4
$884K Buy
37,234
+24,021
+182% +$570K 0.32% 48
2014
Q3
$317K Sell
13,213
-2,003
-13% -$48.1K 0.12% 79
2014
Q2
$321K Sell
15,216
-8,960
-37% -$189K 0.13% 83
2014
Q1
$562K Buy
24,176
+19,305
+396% +$449K 0.24% 53
2013
Q4
$112K Buy
4,871
+4,752
+3,993% +$109K 0.05% 118
2013
Q3
$3K Hold
119
﹤0.01% 287
2013
Q2
$3K Buy
+119
New +$3K ﹤0.01% 275