Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-10,404
Closed -$521K 632
2021
Q4
$521K Buy
+10,404
New +$521K 0.06% 291
2017
Q3
Sell
-23,711
Closed -$1.14M 327
2017
Q2
$1.14M Buy
23,711
+9,901
+72% +$474K 0.35% 97
2017
Q1
$558K Sell
13,810
-212
-2% -$8.57K 1.25% 40
2016
Q4
$567K Sell
14,022
-122
-0.9% -$4.93K 0.99% 51
2016
Q3
$540K Buy
+14,144
New +$540K 1.21% 36