Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Hold
0
387
2022
Q2
Hold
0
374
2020
Q4
Sell
-387,803
Closed -$7.79M 387
2020
Q3
$7.79M Buy
387,803
+205,779
+113% +$4.13M 0.53% 42
2020
Q2
$4.21M Buy
+182,024
New +$4.21M 0.26% 79
2020
Q1
Sell
-149,896
Closed -$5.22M 273
2019
Q4
$5.22M Buy
+149,896
New +$5.22M 0.37% 56
2019
Q1
Hold
0
245
2018
Q4
Sell
-89,434
Closed -$4.4M 231
2018
Q3
$4.4M Buy
+89,434
New +$4.4M 0.31% 63
2016
Q2
Sell
-79,600
Closed -$1.58M 295
2016
Q1
$1.58M Buy
79,600
+14,378
+22% +$286K 0.1% 118
2015
Q4
$1.88M Buy
+65,222
New +$1.88M 0.19% 92
2014
Q2
Sell
-35,000
Closed -$2.69M 236
2014
Q1
$2.69M Buy
+35,000
New +$2.69M 0.2% 81