Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-43
Closed -$10K 181
2022
Q2
$10K Hold
43
﹤0.01% 336
2022
Q1
$14K Hold
43
﹤0.01% 330
2021
Q4
$17K Hold
43
0.01% 324
2021
Q3
$15K Hold
43
0.01% 323
2021
Q2
$15K Hold
43
0.01% 324
2021
Q1
$15K Hold
43
0.01% 322
2020
Q4
$16K Hold
43
0.01% 308
2020
Q3
$14K Hold
43
0.01% 295
2020
Q2
$13K Hold
43
0.01% 292
2020
Q1
$10K Hold
43
0.01% 306
2019
Q4
$11K Hold
43
0.01% 316
2019
Q3
$10K Sell
43
-116
-73% -$27K 0.01% 301
2019
Q2
$33K Buy
159
+8
+5% +$1.66K 0.03% 235
2019
Q1
$28K Sell
151
-226
-60% -$41.9K 0.02% 223
2018
Q4
$54K Sell
377
-2,029
-84% -$291K 0.05% 201
2018
Q3
$447K Sell
2,406
-791
-25% -$147K 0.34% 86
2018
Q2
$557K Sell
3,197
-52
-2% -$9.06K 0.43% 71
2018
Q1
$509K Buy
3,249
+70
+2% +$11K 0.41% 74
2017
Q4
$469K Sell
3,179
-8
-0.3% -$1.18K 0.37% 78
2017
Q3
$391K Buy
3,187
+44
+1% +$5.4K 0.32% 85
2017
Q2
$382K Buy
3,143
+338
+12% +$41.1K 0.32% 82
2017
Q1
$300K Sell
2,805
-580
-17% -$62K 0.26% 103
2016
Q4
$313K Buy
+3,385
New +$313K 0.29% 94