Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$238K Buy
+3,366
New +$238K ﹤0.01% 464
2022
Q3
Sell
-8,391
Closed -$512K 503
2022
Q2
$512K Buy
+8,391
New +$512K 0.01% 347
2020
Q1
Sell
-25,566
Closed -$1.14M 483
2019
Q4
$1.14M Buy
+25,566
New +$1.14M 0.01% 241
2018
Q1
Sell
-5,551
Closed -$314K 504
2017
Q4
$314K Sell
5,551
-9,844
-64% -$557K ﹤0.01% 393
2017
Q3
$833K Buy
+15,395
New +$833K 0.01% 328