Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,240
Closed -$67K 282
2022
Q2
$67K Buy
1,240
+560
+82% +$30.3K 0.04% 159
2022
Q1
$37K Hold
680
0.02% 172
2021
Q4
$37K Buy
+680
New +$37K 0.02% 177
2021
Q1
Sell
-2,212
Closed -$102K 196
2020
Q4
$102K Sell
2,212
-80
-3% -$3.69K 0.08% 114
2020
Q3
$108K Sell
2,292
-80
-3% -$3.77K 0.08% 112
2020
Q2
$121K Buy
+2,372
New +$121K 0.1% 107
2019
Q4
$166K Sell
2,832
-48
-2% -$2.81K 0.14% 103
2019
Q3
$154K Sell
2,880
-400
-12% -$21.4K 0.14% 104
2019
Q2
$164K Hold
3,280
0.15% 107
2019
Q1
$171K Buy
+3,280
New +$171K 0.16% 103
2018
Q3
$144K Sell
2,860
-40
-1% -$2.01K 0.13% 114
2018
Q2
$151K Hold
2,900
0.14% 116
2018
Q1
$142K Sell
2,900
-80
-3% -$3.92K 0.14% 117
2017
Q4
$132K Buy
+2,980
New +$132K 0.13% 122
2015
Q2
$18K Hold
340
0.02% 169
2015
Q1
$20K Sell
340
-160
-32% -$9.41K 0.02% 163
2014
Q4
$27K Buy
500
+160
+47% +$8.64K 0.03% 146
2014
Q3
$20K Hold
340
0.02% 145
2014
Q2
$23K Hold
340
0.02% 141
2014
Q1
$23K Sell
340
-58
-15% -$3.92K 0.02% 138
2013
Q4
$27K Buy
+398
New +$27K 0.03% 141