Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,615
Closed -$221K 226
2022
Q1
$221K Buy
1,615
+3
+0.2% +$411 0.03% 228
2021
Q4
$265K Buy
+1,612
New +$265K 0.03% 220
2018
Q1
Sell
-6,152
Closed -$385K 214
2017
Q4
$385K Sell
6,152
-221
-3% -$13.8K 0.07% 152
2017
Q3
$330K Buy
6,373
+100
+2% +$5.18K 0.06% 157
2017
Q2
$334K Hold
6,273
0.06% 157
2017
Q1
$351K Sell
6,273
-300
-5% -$16.8K 0.07% 149
2016
Q4
$334K Buy
6,573
+1,376
+26% +$69.9K 0.07% 156
2016
Q3
$271K Buy
5,197
+1,311
+34% +$68.4K 0.06% 172
2016
Q2
$214K Buy
+3,886
New +$214K 0.05% 171