Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-15,000
Closed -$3.93M 1347
2022
Q1
$3.93M Sell
15,000
-9,890
-40% -$2.59M 0.05% 364
2021
Q4
$7.82M Buy
+24,890
New +$7.82M 0.08% 180
2019
Q2
Sell
-64,280
Closed -$4.59M 487
2019
Q1
$4.59M Hold
64,280
0.23% 62
2018
Q4
$3.62M Hold
64,280
0.18% 78
2018
Q3
$3.79M Buy
64,280
+46,338
+258% +$2.73M 0.24% 85
2018
Q2
$1.02M Buy
+17,942
New +$1.02M 0.05% 176
2017
Q3
Sell
-66,776
Closed -$2.9M 406
2017
Q2
$2.9M Buy
+66,776
New +$2.9M 0.18% 114