Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,296
Closed -$216K 211
2021
Q4
$216K Buy
+1,296
New +$216K 0.02% 173
2016
Q4
Sell
-1,088
Closed -$57K 241
2016
Q3
$57K Hold
1,088
0.02% 179
2016
Q2
$60K Hold
1,088
0.02% 179
2016
Q1
$67K Sell
1,088
-7,500
-87% -$462K 0.02% 173
2015
Q4
$537K Hold
8,588
0.2% 58
2015
Q3
$528K Buy
8,588
+7,500
+689% +$461K 0.21% 62
2015
Q2
$59K Hold
1,088
0.02% 173
2015
Q1
$55K Hold
1,088
0.02% 168
2014
Q4
$52K Buy
+1,088
New +$52K 0.02% 175