Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Hold
0
-$254K 593
2022
Q3
Hold
0
478
2016
Q1
Sell
-11,447
Closed -$325K 476
2015
Q4
$325K Buy
+11,447
New +$325K 0.04% 319
2015
Q3
Sell
-13,952
Closed -$464K 436
2015
Q2
$464K Buy
13,952
+416
+3% +$13.8K 0.05% 271
2015
Q1
$400K Buy
13,536
+12
+0.1% +$355 0.04% 316
2014
Q4
$382K Buy
+13,524
New +$382K 0.04% 313