Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$305K Buy
+16,990
New +$305K ﹤0.01% 438
2018
Q3
Sell
-48,300
Closed -$1.13M 483
2018
Q2
$1.13M Sell
48,300
-13,000
-21% -$305K 0.01% 290
2018
Q1
$1.35M Buy
61,300
+4,900
+9% +$108K 0.02% 285
2017
Q4
$1.5M Buy
56,400
+19,600
+53% +$520K 0.02% 254
2017
Q3
$899K Sell
36,800
-2,400
-6% -$58.6K 0.01% 322
2017
Q2
$1.02M Buy
+39,200
New +$1.02M 0.01% 282