Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-37
Closed -$2K 308
2022
Q2
$2K Buy
+37
New +$2K ﹤0.01% 810
2019
Q2
Sell
-7,753
Closed -$378K 340
2019
Q1
$378K Sell
7,753
-558
-7% -$27.2K 0.05% 238
2018
Q4
$358K Buy
8,311
+235
+3% +$10.1K 0.05% 217
2018
Q3
$359K Buy
8,076
+468
+6% +$20.8K 0.05% 230
2018
Q2
$339K Buy
7,608
+1,339
+21% +$59.7K 0.05% 213
2018
Q1
$248K Buy
+6,269
New +$248K 0.04% 254
2013
Q3
Sell
-12,684
Closed -$618K 94
2013
Q2
$618K Buy
+12,684
New +$618K 0.24% 78