Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,122
Closed -$116K 484
2022
Q2
$116K Buy
2,122
+110
+5% +$6.01K 0.06% 145
2022
Q1
$110K Buy
2,012
+1,284
+176% +$70.2K 0.05% 157
2021
Q4
$40K Sell
728
-48
-6% -$2.64K 0.02% 195
2021
Q3
$41K Hold
776
0.02% 202
2021
Q2
$39K Hold
776
0.02% 205
2021
Q1
$34K Hold
776
0.02% 210
2020
Q4
$36K Sell
776
-128
-14% -$5.94K 0.02% 197
2020
Q3
$42K Hold
904
0.03% 167
2020
Q2
$45K Hold
904
0.03% 166
2020
Q1
$43K Sell
904
-484
-35% -$23K 0.04% 158
2019
Q4
$81K Buy
1,388
+984
+244% +$57.4K 0.05% 154
2019
Q3
$21K Buy
404
+84
+26% +$4.37K 0.01% 212
2019
Q2
$16K Hold
320
0.01% 231
2019
Q1
$16K Hold
320
0.01% 216
2018
Q4
$15K Hold
320
0.01% 218
2018
Q3
$16K Hold
320
0.01% 223
2018
Q2
$16K Hold
320
0.01% 216
2018
Q1
$16K Sell
320
-180
-36% -$9K 0.01% 217
2017
Q4
$22K Sell
500
-40
-7% -$1.76K 0.02% 193
2017
Q3
$27K Hold
540
0.02% 184
2017
Q2
$29K Buy
540
+100
+23% +$5.37K 0.02% 179
2017
Q1
$23K Buy
440
+40
+10% +$2.09K 0.02% 205
2016
Q4
$19K Buy
400
+40
+11% +$1.9K 0.01% 212
2016
Q3
$19K Buy
360
+40
+13% +$2.11K 0.01% 208
2016
Q2
$17K Hold
320
0.01% 240
2016
Q1
$16K Hold
320
0.01% 222
2015
Q4
$17K Hold
320
0.01% 212
2015
Q3
$15K Hold
320
0.01% 214
2015
Q2
$17K Sell
320
-100
-24% -$5.31K 0.01% 215
2015
Q1
$24K Buy
420
+100
+31% +$5.71K 0.02% 206
2014
Q4
$17K Hold
320
0.01% 220
2014
Q3
$18K Hold
320
0.01% 222
2014
Q2
$21K Hold
320
0.02% 208
2014
Q1
$21K Hold
320
0.02% 195
2013
Q4
$21K Hold
320
0.02% 187
2013
Q3
$20K Hold
320
0.02% 188
2013
Q2
$20K Buy
+320
New +$20K 0.02% 173