Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-2,366
Closed -$300K 2189
2022
Q3
$300K Buy
+2,366
New +$300K 0.03% 641
2021
Q1
Sell
-3,159
Closed -$643K 2071
2020
Q4
$643K Sell
3,159
-2,822
-47% -$574K 0.07% 363
2020
Q3
$831K Buy
+5,981
New +$831K 0.14% 157
2017
Q4
Sell
-14,146
Closed -$1.59M 3079
2017
Q3
$1.59M Buy
+14,146
New +$1.59M 0.08% 253