Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-11,574
Closed -$675K 1147
2021
Q4
$675K Buy
+11,574
New +$675K 0.02% 354
2017
Q3
Sell
-13,470
Closed -$843K 484
2017
Q2
$843K Buy
+13,470
New +$843K 0.05% 190
2017
Q1
Hold
0
524
2016
Q3
Sell
-157,149
Closed -$6.99M 525
2016
Q2
$6.99M Buy
+157,149
New +$6.99M 0.41% 34
2016
Q1
Hold
0
468
2015
Q4
Sell
-21,234
Closed -$744K 488
2015
Q3
$744K Buy
21,234
+5,228
+33% +$183K 0.04% 167
2015
Q2
$786K Buy
+16,006
New +$786K 0.05% 190