Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-206
Closed -$65K 164
2022
Q1
$65K Buy
206
+2
+1% +$631 0.01% 222
2021
Q4
$82K Hold
204
0.01% 198
2021
Q3
$69K Buy
204
+2
+1% +$676 0.01% 194
2021
Q2
$70K Hold
202
0.01% 217
2021
Q1
$69K Hold
202
0.01% 207
2020
Q4
$73K Hold
202
0.01% 180
2020
Q3
$66K Hold
202
0.01% 172
2020
Q2
$59K Hold
202
0.01% 183
2020
Q1
$47K Buy
202
+27
+15% +$6.28K 0.01% 188
2019
Q4
$45K Hold
175
0.01% 204
2019
Q3
$39K Hold
175
0.01% 228
2019
Q2
$36K Sell
175
-162
-48% -$33.3K 0.01% 237
2019
Q1
$62K Buy
337
+162
+93% +$29.8K 0.02% 164
2018
Q4
$25K Hold
175
0.01% 280
2018
Q3
$33K Sell
175
-68
-28% -$12.8K 0.01% 253
2018
Q2
$42K Hold
243
0.01% 205
2018
Q1
$38K Hold
243
0.01% 219
2017
Q4
$36K Hold
243
0.01% 243
2017
Q3
$30K Hold
243
0.01% 260
2017
Q2
$30K Hold
243
0.01% 261
2017
Q1
$26K Hold
243
0.01% 271
2016
Q4
$22K Hold
243
0.01% 297
2016
Q3
$23K Hold
243
0.01% 287
2016
Q2
$22K Buy
243
+10
+4% +$905 0.01% 273
2016
Q1
$20K Hold
233
0.01% 309
2015
Q4
$22K Hold
233
0.01% 275
2015
Q3
$21K Hold
233
0.01% 301
2015
Q2
$21K Hold
233
0.01% 307
2015
Q1
$21K Hold
233
0.01% 327
2014
Q4
$19K Hold
233
0.01% 327
2014
Q3
$17K Hold
233
0.01% 346
2014
Q2
$18K Hold
233
0.01% 332
2014
Q1
$17K Buy
+233
New +$17K 0.01% 339