Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-74
Closed -$1K 312
2021
Q4
$1K Buy
+74
New +$1K ﹤0.01% 332
2018
Q1
Sell
-8,441
Closed -$248K 111
2017
Q4
$248K Sell
8,441
-2,081
-20% -$61.1K 0.13% 81
2017
Q3
$311K Buy
10,522
+1,700
+19% +$50.2K 0.21% 55
2017
Q2
$251K Buy
8,822
+458
+5% +$13K 0.17% 66
2017
Q1
$262K Sell
8,364
-2,838
-25% -$88.9K 0.18% 70
2016
Q4
$360K Sell
11,202
-3,820
-25% -$123K 0.2% 64
2016
Q3
$461K Buy
+15,022
New +$461K 0.29% 49