Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-15,000
Closed -$1,000K 124
2022
Q3
$1,000K Buy
+15,000
New +$1,000K 0.13% 21
2021
Q4
Sell
-22,000
Closed -$1.51M 471
2021
Q3
$1.51M Buy
+22,000
New +$1.51M 0.05% 42
2021
Q2
Hold
0
494
2020
Q4
Sell
-2,500
Closed -$224K 444
2020
Q3
$224K Buy
+2,500
New +$224K 0.01% 162
2017
Q2
Hold
0
114
2017
Q1
Hold
0
121