Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-4,904
Closed -$202K 1784
2022
Q3
$202K Sell
4,904
-75
-2% -$3.09K 0.01% 1189
2022
Q2
$252K Buy
+4,979
New +$252K 0.01% 1218
2018
Q1
Sell
-2,407
Closed -$218K 1424
2017
Q4
$218K Buy
+2,407
New +$218K 0.02% 900
2017
Q1
Sell
-2,400
Closed -$266K 1359
2016
Q4
$266K Buy
+2,400
New +$266K 0.04% 699
2015
Q2
Sell
-4,100
Closed -$466K 1267
2015
Q1
$466K Buy
+4,100
New +$466K 0.05% 716