Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,236
Closed -$206K 526
2021
Q4
$206K Buy
+2,236
New +$206K 0.01% 516
2019
Q1
Sell
-4,728
Closed -$282K 437
2018
Q4
$282K Buy
4,728
+71
+2% +$4.24K 0.02% 334
2018
Q3
$400K Sell
4,657
-2,370
-34% -$204K 0.03% 332
2018
Q2
$552K Sell
7,027
-181
-3% -$14.2K 0.04% 259
2018
Q1
$445K Buy
7,208
+2,264
+46% +$140K 0.03% 303
2017
Q4
$273K Buy
+4,944
New +$273K 0.02% 377
2013
Q4
Sell
-4,911
Closed -$209K 340
2013
Q3
$209K Buy
+4,911
New +$209K 0.02% 304