Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,527
Closed -$260K 905
2022
Q2
$260K Buy
+2,527
New +$260K 0.02% 773
2020
Q1
Sell
-5,419
Closed -$468K 712
2019
Q4
$468K Buy
+5,419
New +$468K 0.03% 432
2015
Q4
Sell
-13,460
Closed -$596K 556
2015
Q3
$596K Buy
+13,460
New +$596K 0.01% 860
2015
Q2
Sell
-4,600
Closed -$214K 1404
2015
Q1
$214K Buy
+4,600
New +$214K 0.01% 1255
2014
Q4
Sell
-10,678
Closed -$427K 762
2014
Q3
$427K Buy
+10,678
New +$427K 0.01% 988
2014
Q2
Sell
-10,100
Closed -$473K 1455
2014
Q1
$473K Buy
+10,100
New +$473K 0.01% 980
2013
Q4
Sell
-29,698
Closed -$1.16M 770
2013
Q3
$1.16M Buy
29,698
+11,022
+59% +$431K 0.03% 704
2013
Q2
$759K Buy
+18,676
New +$759K 0.02% 914