Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$312K Hold
1,856
0.02% 225
2021
Q3
$233K Buy
+1,856
New +$233K 0.02% 232
2016
Q3
Sell
-4,337
Closed -$213K 388
2016
Q2
$213K Sell
4,337
-866
-17% -$42.5K 0.01% 337
2016
Q1
$230K Hold
5,203
0.01% 336
2015
Q4
$223K Buy
+5,203
New +$223K 0.01% 339
2015
Q2
Sell
-6,626
Closed -$289K 419
2015
Q1
$289K Hold
6,626
0.01% 357
2014
Q4
$285K Buy
+6,626
New +$285K 0.01% 280
2013
Q3
Sell
-9,268
Closed -$350K 331
2013
Q2
$350K Buy
+9,268
New +$350K 0.02% 215