Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-170
Closed -$20K 393
2022
Q3
$20K Hold
170
0.01% 298
2022
Q2
$25K Hold
170
0.01% 289
2022
Q1
$22K Hold
170
0.01% 285
2021
Q4
$25K Hold
170
0.01% 267
2021
Q3
$26K Hold
170
0.01% 264
2021
Q2
$35K Hold
170
0.01% 242
2021
Q1
$37K Sell
170
-85
-33% -$18.5K 0.01% 215
2020
Q4
$55K Hold
255
0.02% 183
2020
Q3
$32K Hold
255
0.01% 209
2020
Q2
$31K Hold
255
0.01% 199
2020
Q1
$26K Hold
255
0.01% 190
2019
Q4
$32K Buy
255
+100
+65% +$12.5K 0.02% 184
2019
Q3
$16K Hold
155
0.01% 227
2019
Q2
$18K Hold
155
0.01% 213
2019
Q1
$26K Hold
155
0.02% 182
2018
Q4
$25K Hold
155
0.02% 168
2018
Q3
$35K Hold
155
0.02% 160
2018
Q2
$38K Hold
155
0.03% 148
2018
Q1
$35K Hold
155
0.03% 149
2017
Q4
$36K Hold
155
0.02% 156
2017
Q3
$38K Hold
155
0.03% 147
2017
Q2
$28K Hold
155
0.02% 154
2017
Q1
$27K Buy
+155
New +$27K 0.02% 152