Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-8,570
Closed -$214K 142
2022
Q3
$214K Buy
+8,570
New +$214K 0.11% 107
2014
Q4
Sell
-30,278
Closed -$488K 104
2014
Q3
$488K Hold
30,278
0.24% 75
2014
Q2
$463K Sell
30,278
-110
-0.4% -$1.68K 0.22% 80
2014
Q1
$447K Sell
30,388
-2,972
-9% -$43.7K 0.29% 69
2013
Q4
$424K Sell
33,360
-551
-2% -$7K 0.28% 73
2013
Q3
$323K Sell
33,911
-6,914
-17% -$65.9K 0.24% 76
2013
Q2
$460K Buy
+40,825
New +$460K 0.36% 61