Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-7,761
Closed -$1.87M 566
2022
Q4
$1.87M Sell
7,761
-3,340
-30% -$807K 0.3% 85
2022
Q3
$2.46M Buy
+11,101
New +$2.46M 0.37% 43
2015
Q2
Sell
-5,686
Closed -$501K 1330
2015
Q1
$501K Buy
+5,686
New +$501K 0.01% 1012
2014
Q4
Sell
-7,139
Closed -$540K 631
2014
Q3
$540K Buy
+7,139
New +$540K 0.01% 916
2013
Q4
Sell
-17,789
Closed -$1.54M 647
2013
Q3
$1.54M Buy
+17,789
New +$1.54M 0.04% 602