Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-20,805
Closed -$381K 209
2022
Q3
$381K Buy
20,805
+865
+4% +$15.8K 0.16% 139
2022
Q2
$387K Sell
19,940
-10
-0.1% -$194 0.15% 143
2022
Q1
$542K Buy
19,950
+412
+2% +$11.2K 0.17% 142
2021
Q4
$556K Buy
19,538
+9,016
+86% +$257K 0.16% 148
2021
Q3
$234K Buy
10,522
+18
+0.2% +$400 0.07% 211
2021
Q2
$244K Buy
+10,504
New +$244K 0.07% 214
2014
Q2
Sell
-5,650
Closed -$237K 220
2014
Q1
$237K Buy
+5,650
New +$237K 0.08% 204
2013
Q4
Sell
-5,750
Closed -$214K 242
2013
Q3
$214K Sell
5,750
-25,964
-82% -$966K 0.07% 212
2013
Q2
$1.12M Buy
+31,714
New +$1.12M 0.39% 80