Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-10,540
Closed -$496K 412
2021
Q4
$496K Buy
+10,540
New +$496K 0.02% 217
2018
Q1
Sell
-10,000
Closed -$146K 337
2017
Q4
$146K Hold
10,000
0.01% 312
2017
Q3
$145K Hold
10,000
0.01% 313
2017
Q2
$178K Sell
10,000
-9,500
-49% -$169K 0.01% 296
2017
Q1
$439K Buy
+19,500
New +$439K 0.03% 160