Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-5,374
Closed -$216K 1549
2022
Q2
$216K Sell
5,374
-367
-6% -$14.8K ﹤0.01% 1344
2022
Q1
$275K Buy
5,741
+429
+8% +$20.6K ﹤0.01% 1231
2021
Q4
$298K Sell
5,312
-1,330
-20% -$74.6K ﹤0.01% 1249
2021
Q3
$308K Sell
6,642
-672
-9% -$31.2K ﹤0.01% 1218
2021
Q2
$359K Buy
7,314
+383
+6% +$18.8K ﹤0.01% 1181
2021
Q1
$328K Sell
6,931
-1,685
-20% -$79.7K ﹤0.01% 1201
2020
Q4
$347K Buy
+8,616
New +$347K ﹤0.01% 1258
2015
Q3
Sell
-6,860
Closed -$269K 1752
2015
Q2
$269K Sell
6,860
-1,632
-19% -$64K ﹤0.01% 1562
2015
Q1
$318K Sell
8,492
-263
-3% -$9.85K ﹤0.01% 1408
2014
Q4
$331K Sell
8,755
-3,279
-27% -$124K ﹤0.01% 1419
2014
Q3
$428K Buy
+12,034
New +$428K ﹤0.01% 1341
2014
Q2
Sell
-94
Closed -$3K 1085
2014
Q1
$3K Buy
+94
New +$3K ﹤0.01% 1065