Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Hold
0
365
2022
Q1
Hold
0
531
2021
Q2
Sell
-1,862
Closed -$359K 437
2021
Q1
$359K Buy
+1,862
New +$359K ﹤0.01% 416
2019
Q4
Sell
-3,817
Closed -$580K 271
2019
Q3
$580K Buy
+3,817
New +$580K 0.01% 220
2019
Q2
Sell
-5,338
Closed -$857K 395
2019
Q1
$857K Buy
+5,338
New +$857K 0.01% 540
2018
Q1
Sell
-2,499
Closed -$372K 935
2017
Q4
$372K Buy
+2,499
New +$372K ﹤0.01% 747
2016
Q3
Sell
-3,473
Closed -$481K 780
2016
Q2
$481K Sell
3,473
-183
-5% -$25.3K ﹤0.01% 683
2016
Q1
$461K Buy
+3,656
New +$461K ﹤0.01% 687
2015
Q2
Sell
-5,660
Closed -$625K 875
2015
Q1
$625K Buy
+5,660
New +$625K 0.01% 611