Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$366K Hold
10,000
0.02% 195
2022
Q2
$445K Hold
10,000
0.03% 177
2022
Q1
$593K Hold
10,000
0.02% 163
2021
Q4
$583K Sell
10,000
-2,000
-17% -$117K 0.02% 192
2021
Q3
$828K Buy
12,000
+2,000
+20% +$138K 0.03% 137
2021
Q2
$768K Hold
10,000
0.03% 165
2021
Q1
$722K Buy
+10,000
New +$722K 0.03% 146
2015
Q2
Sell
-5,000
Closed -$273K 345
2015
Q1
$273K Hold
5,000
0.02% 282
2014
Q4
$319K Hold
5,000
0.02% 266
2014
Q3
$380K Hold
5,000
0.02% 238
2014
Q2
$372K Hold
5,000
0.02% 241
2014
Q1
$347K Hold
5,000
0.02% 242
2013
Q4
$390K Hold
5,000
0.02% 223
2013
Q3
$368K Hold
5,000
0.03% 226
2013
Q2
$325K Buy
+5,000
New +$325K 0.03% 229