Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-5,454
Closed -$274K 772
2022
Q3
$274K Buy
5,454
+704
+15% +$35.4K 0.01% 580
2022
Q2
$305K Buy
+4,750
New +$305K 0.01% 628
2017
Q1
Sell
-41,516
Closed -$1.06M 1172
2016
Q4
$1.06M Sell
41,516
-708
-2% -$18K 0.03% 513
2016
Q3
$1.1M Hold
42,224
0.05% 367
2016
Q2
$896K Buy
+42,224
New +$896K 0.04% 397