Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Hold
0
1030
2021
Q4
Hold
0
1065
2021
Q1
Sell
-4,789
Closed -$165K 1125
2020
Q4
$165K Buy
+4,789
New +$165K ﹤0.01% 872
2020
Q1
Sell
-28,900
Closed -$957K 1197
2019
Q4
$957K Buy
+28,900
New +$957K 0.01% 800
2018
Q3
Sell
-26,450
Closed -$1.45M 1638
2018
Q2
$1.45M Buy
26,450
+19,122
+261% +$1.05M 0.01% 544
2018
Q1
$336K Buy
+7,328
New +$336K ﹤0.01% 1094
2016
Q1
Sell
-11,500
Closed -$94K 1310
2015
Q4
$94K Buy
+11,500
New +$94K ﹤0.01% 1147