Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,588
Closed -$236K 257
2021
Q4
$236K Buy
1,588
+2
+0.1% +$297 0.06% 227
2021
Q3
$233K Sell
1,586
-947
-37% -$139K 0.06% 250
2021
Q2
$421K Sell
2,533
-62
-2% -$10.3K 0.1% 176
2021
Q1
$418K Buy
2,595
+818
+46% +$132K 0.1% 165
2020
Q4
$260K Buy
+1,777
New +$260K 0.07% 214
2018
Q3
Sell
-1,257
Closed -$207K 284
2018
Q2
$207K Hold
1,257
0.08% 217
2018
Q1
$231K Sell
1,257
-55
-4% -$10.1K 0.09% 205
2017
Q4
$258K Buy
+1,312
New +$258K 0.11% 182
2017
Q2
Sell
-1,256
Closed -$201K 279
2017
Q1
$201K Buy
+1,256
New +$201K 0.08% 223