Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-13,202
Closed -$67K 748
2022
Q1
$67K Hold
13,202
﹤0.01% 751
2021
Q4
$52K Hold
13,202
﹤0.01% 757
2021
Q3
$52K Sell
13,202
-3,987
-23% -$15.7K ﹤0.01% 718
2021
Q2
$80K Hold
17,189
﹤0.01% 718
2021
Q1
$73K Hold
17,189
﹤0.01% 708
2020
Q4
$64K Hold
17,189
﹤0.01% 621
2020
Q3
$50K Hold
17,189
﹤0.01% 560
2020
Q2
$40K Buy
+17,189
New +$40K ﹤0.01% 548
2020
Q1
Sell
-38,537
Closed -$150K 526
2019
Q4
$150K Hold
38,537
﹤0.01% 536
2019
Q3
$96K Sell
38,537
-4,076
-10% -$10.2K ﹤0.01% 549
2019
Q2
$132K Buy
42,613
+351
+0.8% +$1.09K ﹤0.01% 528
2019
Q1
$130K Hold
42,262
﹤0.01% 516
2018
Q4
$126K Hold
42,262
﹤0.01% 475
2018
Q3
$141K Hold
42,262
﹤0.01% 518
2018
Q2
$119K Hold
42,262
﹤0.01% 499
2018
Q1
$156K Hold
42,262
﹤0.01% 438
2017
Q4
$125K Hold
42,262
﹤0.01% 442
2017
Q3
$115K Buy
42,262
+16,491
+64% +$44.9K ﹤0.01% 401
2017
Q2
$62K Buy
+25,771
New +$62K ﹤0.01% 368