Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$273K Hold
1,798
0.06% 169
2021
Q4
$311K Hold
1,798
0.07% 168
2021
Q3
$306K Buy
+1,798
New +$306K 0.07% 172
2019
Q2
Sell
-315
Closed -$25K 312
2019
Q1
$25K Sell
315
-51
-14% -$4.05K 0.01% 330
2018
Q4
$25K Sell
366
-79
-18% -$5.4K 0.01% 310
2018
Q3
$39K Sell
445
-11
-2% -$964 0.02% 282
2018
Q2
$34K Sell
456
-1,807
-80% -$135K 0.01% 300
2018
Q1
$181K Sell
2,263
-1,095
-33% -$87.6K 0.07% 174
2017
Q4
$265K Buy
3,358
+101
+3% +$7.97K 0.09% 165
2017
Q3
$250K Buy
3,257
+348
+12% +$26.7K 0.12% 129
2017
Q2
$226K Buy
+2,909
New +$226K 0.11% 136