Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,017
Closed -$250K 590
2022
Q3
$250K Sell
1,017
-2
-0.2% -$492 ﹤0.01% 505
2022
Q2
$252K Buy
+1,019
New +$252K ﹤0.01% 516
2018
Q1
Sell
-11,861
Closed -$2.22M 394
2017
Q4
$2.22M Sell
11,861
-398
-3% -$74.6K 0.01% 235
2017
Q3
$2.07M Hold
12,259
0.01% 241
2017
Q2
$1.76M Buy
+12,259
New +$1.76M 0.01% 246