Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Hold
0
2380
2022
Q1
Hold
0
2469
2021
Q2
Sell
-488
Closed -$22K 2626
2021
Q1
$22K Buy
+488
New +$22K ﹤0.01% 1448
2020
Q4
Hold
0
2288
2020
Q3
Hold
0
2188
2020
Q2
Hold
0
2010
2020
Q1
Hold
0
1956
2019
Q3
Hold
0
2023
2019
Q2
Sell
-500
Closed -$14K 2099
2019
Q1
$14K Buy
+500
New +$14K ﹤0.01% 1129
2018
Q3
Sell
-1,250
Closed -$57K 2092
2018
Q2
$57K Buy
+1,250
New +$57K ﹤0.01% 866
2017
Q4
Sell
-230
Closed -$9K 2717
2017
Q3
$9K Buy
+230
New +$9K ﹤0.01% 1935
2017
Q2
Hold
0
3226
2017
Q1
Sell
-5,290
Closed -$176K 3271
2016
Q4
$176K Buy
5,290
+3,910
+283% +$130K 0.01% 908
2016
Q3
$41K Buy
1,380
+1,250
+962% +$37.1K ﹤0.01% 1516
2016
Q2
$3K Sell
130
-11,605
-99% -$268K ﹤0.01% 2535
2016
Q1
$402K Buy
11,735
+2,572
+28% +$88.1K 0.03% 370
2015
Q4
$316K Buy
+9,163
New +$316K 0.02% 516