Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-75,194
Closed -$132K 399
2022
Q4
$132K Buy
+75,194
New +$132K 0.01% 241
2018
Q2
Sell
-83,738
Closed -$268K 339
2018
Q1
$268K Sell
83,738
-96,531
-54% -$309K 0.01% 203
2017
Q4
$496K Sell
180,269
-20,635
-10% -$56.8K 0.03% 170
2017
Q3
$386K Hold
200,904
0.02% 169
2017
Q2
$444K Hold
200,904
0.02% 149
2017
Q1
$617K Hold
200,904
0.03% 161
2016
Q4
$629K Hold
200,904
0.04% 155
2016
Q3
$687K Hold
200,904
0.04% 157
2016
Q2
$922K Buy
+200,904
New +$922K 0.05% 143