Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,807
Closed -$318K 911
2022
Q3
$318K Buy
+1,807
New +$318K 0.05% 567
2020
Q4
Sell
-1,225
Closed -$232K 869
2020
Q3
$232K Buy
+1,225
New +$232K 0.02% 601
2020
Q1
Sell
-1,600
Closed -$311K 873
2019
Q4
$311K Buy
+1,600
New +$311K 0.02% 530
2015
Q1
Sell
-5,111
Closed -$435K 1439
2014
Q4
$435K Buy
+5,111
New +$435K 0.04% 474