Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,747
Closed -$371K 175
2022
Q1
$371K Sell
1,747
-110
-6% -$23.4K 0.04% 139
2021
Q4
$430K Hold
1,857
0.05% 142
2021
Q3
$425K Hold
1,857
0.05% 143
2021
Q2
$449K Hold
1,857
0.05% 143
2021
Q1
$368K Buy
1,857
+140
+8% +$27.7K 0.05% 148
2020
Q4
$303K Buy
+1,717
New +$303K 0.04% 156
2013
Q4
Sell
-3,150
Closed -$202K 174
2013
Q3
$202K Hold
3,150
0.04% 161
2013
Q2
$217K Buy
+3,150
New +$217K 0.04% 151