Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-590
Closed -$59K 190
2022
Q3
$59K Buy
+590
New +$59K 0.01% 171
2018
Q4
Sell
-106,171
Closed -$5.45M 140
2018
Q3
$5.45M Sell
106,171
-2,893
-3% -$149K 0.49% 61
2018
Q2
$4.6M Sell
109,064
-54,041
-33% -$2.28M 0.47% 75
2018
Q1
$4.58M Sell
163,105
-43,285
-21% -$1.21M 0.53% 63
2017
Q4
$4.22M Buy
206,390
+19,120
+10% +$391K 0.47% 74
2017
Q3
$3.16M Buy
+187,270
New +$3.16M 0.47% 73