Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$180K Hold
1,042
0.05% 125
2022
Q3
$155K Buy
1,042
+1
+0.1% +$149 0.03% 135
2022
Q2
$236K Sell
1,041
-2
-0.2% -$453 0.05% 106
2022
Q1
$241K Buy
1,043
+2
+0.2% +$462 0.04% 126
2021
Q4
$269K Hold
1,041
0.04% 126
2021
Q3
$228K Hold
1,041
0.03% 121
2021
Q2
$311K Hold
1,041
0.05% 112
2021
Q1
$296K Hold
1,041
0.05% 108
2020
Q4
$270K Hold
1,041
0.05% 118
2020
Q3
$291K Buy
+1,041
New +$291K 0.06% 110
2018
Q4
Sell
-1,031
Closed -$233K 100
2018
Q3
$233K Hold
1,031
0.13% 92
2018
Q2
$234K Hold
1,031
0.14% 100
2018
Q1
$247K Hold
1,031
0.16% 91
2017
Q4
$257K Buy
+1,031
New +$257K 0.17% 93