Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Hold
0
389
2021
Q4
Hold
0
378
2021
Q3
Hold
0
378
2021
Q2
Hold
0
389
2019
Q3
Sell
-1,993
Closed -$87K 620
2019
Q2
$87K Sell
1,993
-8
-0.4% -$349 0.06% 223
2019
Q1
$95K Buy
2,001
+427
+27% +$20.3K 0.06% 200
2018
Q4
$60K Sell
1,574
-173
-10% -$6.6K 0.04% 240
2018
Q3
$89K Buy
1,747
+106
+6% +$5.4K 0.05% 208
2018
Q2
$84K Buy
1,641
+333
+25% +$17K 0.05% 220
2018
Q1
$64K Buy
1,308
+140
+12% +$6.85K 0.04% 219
2017
Q4
$59K Buy
+1,168
New +$59K 0.04% 230