Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-4,990
Closed -$301K 1466
2021
Q4
$301K Buy
+4,990
New +$301K ﹤0.01% 1125
2021
Q2
Sell
-4,743
Closed -$271K 1679
2021
Q1
$271K Buy
+4,743
New +$271K 0.01% 1379
2020
Q4
Sell
-5,656
Closed -$204K 1603
2020
Q3
$204K Buy
+5,656
New +$204K 0.01% 1574
2019
Q3
Sell
-6,352
Closed -$207K 1686
2019
Q2
$207K Buy
+6,352
New +$207K ﹤0.01% 1277
2018
Q3
Sell
-9,921
Closed -$525K 1318
2018
Q2
$525K Sell
9,921
-8,637
-47% -$457K 0.01% 731
2018
Q1
$970K Sell
18,558
-10,344
-36% -$541K 0.02% 610
2017
Q4
$1.75M Buy
28,902
+22,360
+342% +$1.35M 0.02% 311
2017
Q3
$383K Sell
6,542
-71
-1% -$4.16K 0.01% 1115
2017
Q2
$369K Buy
+6,613
New +$369K ﹤0.01% 1225
2017
Q1
Sell
-9,957
Closed -$511K 1542
2016
Q4
$511K Buy
+9,957
New +$511K 0.01% 1062
2016
Q3
Sell
-30,724
Closed -$1.15M 1455
2016
Q2
$1.15M Sell
30,724
-101,691
-77% -$3.79M 0.01% 715
2016
Q1
$4.34M Buy
+132,415
New +$4.34M 0.07% 112
2015
Q4
Sell
-17,078
Closed -$545K 1428
2015
Q3
$545K Buy
+17,078
New +$545K 0.01% 696
2015
Q2
Sell
-15,704
Closed -$617K 1606
2015
Q1
$617K Buy
+15,704
New +$617K 0.02% 597
2014
Q4
Sell
-7,678
Closed -$337K 1115
2014
Q3
$337K Buy
+7,678
New +$337K 0.02% 614