Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$1.1M Buy
18,055
+522
+3% +$31.7K 0.4% 62
2021
Q4
$1.35M Buy
+17,533
New +$1.35M 0.45% 56
2014
Q1
Sell
-25,900
Closed -$620K 297
2013
Q4
$620K Buy
+25,900
New +$620K 0.51% 68