Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-315
Closed -$98K 412
2021
Q4
$98K Buy
+315
New +$98K 0.08% 122
2019
Q1
Sell
-1,758
Closed -$270K 221
2018
Q4
$270K Buy
+1,758
New +$270K 0.07% 242
2017
Q4
Sell
-2,437
Closed -$278K 301
2017
Q3
$278K Buy
+2,437
New +$278K 0.07% 230
2015
Q4
Sell
-4,591
Closed -$326K 109
2015
Q3
$326K Buy
+4,591
New +$326K 0.21% 69