Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Hold
0
1334
2022
Q1
Sell
-14,257
Closed -$887K 1488
2021
Q4
$887K Buy
14,257
+3,589
+34% +$223K 0.02% 316
2021
Q3
$945K Buy
+10,668
New +$945K 0.03% 290
2021
Q1
Sell
-13,549
Closed -$1.84M 1335
2020
Q4
$1.84M Buy
+13,549
New +$1.84M 0.05% 150
2017
Q1
Hold
0
647
2016
Q4
Hold
0
638
2016
Q3
Hold
0
641
2015
Q4
Hold
0
579
2015
Q3
Hold
0
570
2015
Q2
Hold
0
560
2015
Q1
Hold
0
598
2014
Q4
Hold
0
653
2014
Q3
Hold
0
665
2014
Q2
Hold
0
675
2014
Q1
Hold
0
774
2013
Q4
Sell
-56,700
Closed -$1.59M 754
2013
Q3
$1.59M Buy
+56,700
New +$1.59M 0.05% 182