Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Hold
0
522
2021
Q4
Hold
0
542
2021
Q3
Hold
0
388
2015
Q4
Sell
-16,255
Closed -$458K 892
2015
Q3
$458K Buy
+16,255
New +$458K ﹤0.01% 694
2015
Q1
Sell
-52,332
Closed -$2.09M 910
2014
Q4
$2.09M Buy
+52,332
New +$2.09M 0.03% 309
2014
Q3
Sell
-4,258
Closed -$246K 886
2014
Q2
$246K Buy
+4,258
New +$246K 0.01% 782
2013
Q3
Sell
-24,363
Closed -$1.19M 826
2013
Q2
$1.19M Buy
+24,363
New +$1.19M 0.02% 339