Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-866
Closed -$25.5K 819
2022
Q1
$25.5K Buy
866
+85
+11% +$2.5K 0.01% 641
2021
Q4
$20.8K Buy
781
+93
+14% +$2.48K 0.01% 565
2021
Q3
$18.8K Hold
688
﹤0.01% 668
2021
Q2
$17.6K Buy
+688
New +$17.6K ﹤0.01% 703
2018
Q1
Hold
0
602
2017
Q4
Hold
0
565
2017
Q3
Sell
-44,420
Closed -$1.36M 538
2017
Q2
$1.36M Buy
+44,420
New +$1.36M 0.29% 75
2017
Q1
Hold
0
543
2016
Q3
Sell
-6,546
Closed -$196K 578
2016
Q2
$196K Buy
+6,546
New +$196K 0.03% 201
2015
Q3
Hold
0
485
2015
Q2
Hold
0
477