Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-10,345
Closed -$673K 1029
2022
Q1
$673K Buy
10,345
+4,192
+68% +$273K 0.06% 494
2021
Q4
$371K Buy
+6,153
New +$371K 0.03% 622
2015
Q4
Sell
-30,822
Closed -$984K 604
2015
Q3
$984K Buy
+30,822
New +$984K 0.02% 721
2014
Q4
Sell
-31,655
Closed -$1.39M 801
2014
Q3
$1.39M Buy
31,655
+3,868
+14% +$169K 0.04% 530
2014
Q2
$1.52M Buy
+27,787
New +$1.52M 0.04% 546
2013
Q4
Sell
-5,600
Closed -$275K 819
2013
Q3
$275K Buy
+5,600
New +$275K 0.01% 1281