Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-744
Closed -$60K 817
2021
Q4
$60K Buy
744
+457
+159% +$36.9K ﹤0.01% 523
2021
Q3
$20K Buy
+287
New +$20K ﹤0.01% 645
2015
Q3
Sell
-150
Closed -$4K 1184
2015
Q2
$4K Sell
150
-2,886
-95% -$77K ﹤0.01% 1000
2015
Q1
$73K Sell
3,036
-36,015
-92% -$866K ﹤0.01% 594
2014
Q4
$1.04M Sell
39,051
-2,064
-5% -$55.2K 0.03% 284
2014
Q3
$986K Sell
41,115
-13,620
-25% -$327K 0.03% 284
2014
Q2
$1.42M Sell
54,735
-4,065
-7% -$106K 0.05% 242
2014
Q1
$1.47M Buy
+58,800
New +$1.47M 0.05% 241