Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-2
Closed -$1K 351
2021
Q4
$1K Buy
+2
New +$1K ﹤0.01% 293
2020
Q3
Sell
-1,932
Closed -$372K 319
2020
Q2
$372K Sell
1,932
-6,507
-77% -$1.25M 0.28% 57
2020
Q1
$1.39M Buy
+8,439
New +$1.39M 0.89% 45
2017
Q4
Sell
-20,953
Closed -$3.06M 257
2017
Q3
$3.06M Sell
20,953
-1,520
-7% -$222K 0.73% 66
2017
Q2
$2.99M Buy
+22,473
New +$2.99M 0.72% 53
2017
Q1
Sell
-27,181
Closed -$3.03M 244
2016
Q4
$3.03M Buy
+27,181
New +$3.03M 0.75% 43