Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-348
Closed -$10K 280
2022
Q3
$10K Hold
348
﹤0.01% 257
2022
Q2
$19K Hold
348
0.01% 226
2022
Q1
$19K Hold
348
﹤0.01% 232
2021
Q4
$19K Hold
348
﹤0.01% 235
2021
Q3
$17K Hold
348
﹤0.01% 234
2021
Q2
$17K Hold
348
﹤0.01% 231
2021
Q1
$16K Hold
348
﹤0.01% 234
2020
Q4
$16K Hold
348
﹤0.01% 234
2020
Q3
$16K Hold
348
0.01% 223
2020
Q2
$18K Hold
348
0.01% 217
2020
Q1
$16K Hold
348
0.01% 216
2019
Q4
$20K Hold
348
0.01% 222
2019
Q3
$19K Hold
348
0.01% 226
2019
Q2
$17K Hold
348
0.01% 242
2019
Q1
$18K Hold
348
0.01% 235
2018
Q4
$17K Hold
348
0.01% 238
2018
Q3
$17K Hold
348
0.01% 243
2018
Q2
$18K Buy
+348
New +$18K 0.01% 291
2015
Q3
Sell
-4,095
Closed -$213K 407
2015
Q2
$213K Hold
4,095
0.12% 126
2015
Q1
$236K Sell
4,095
-880
-18% -$50.7K 0.14% 126
2014
Q4
$266K Buy
+4,975
New +$266K 0.17% 122