Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,200
Closed -$207K 289
2021
Q4
$207K Sell
1,200
-448
-27% -$77.3K 0.01% 269
2021
Q3
$246K Sell
1,648
-121
-7% -$18.1K 0.01% 255
2021
Q2
$263K Buy
+1,769
New +$263K 0.01% 301
2019
Q2
Sell
-4,577
Closed -$369K 338
2019
Q1
$369K Sell
4,577
-391
-8% -$31.5K 0.02% 335
2018
Q4
$340K Buy
+4,968
New +$340K 0.02% 337
2017
Q3
Sell
-7,441
Closed -$579K 378
2017
Q2
$579K Buy
7,441
+426
+6% +$33.1K 0.04% 298
2017
Q1
$520K Buy
+7,015
New +$520K 0.04% 266