Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-27,855
Closed -$152K 548
2022
Q1
$152K Sell
27,855
-62,298
-69% -$340K 0.02% 502
2021
Q4
$561K Sell
90,153
-1,055,536
-92% -$6.57M 0.1% 259
2021
Q3
$6.24M Buy
1,145,689
+628,590
+122% +$3.43M 0.6% 25
2021
Q2
$2.75M Buy
+517,099
New +$2.75M 0.39% 46
2015
Q2
Sell
-11,100
Closed -$84K 624
2015
Q1
$84K Buy
+11,100
New +$84K 0.14% 230
2014
Q3
Sell
-18,100
Closed -$137K 633
2014
Q2
$137K Sell
18,100
-62,100
-77% -$470K 0.13% 250
2014
Q1
$589K Buy
80,200
+75,200
+1,504% +$552K 0.51% 55
2013
Q4
$41K Buy
+5,000
New +$41K 0.05% 429