Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-12,376
Closed -$527 252
2022
Q2
$527 Buy
+12,376
New +$527 0.06% 146
2017
Q3
Sell
-1,670
Closed -$280K 94
2017
Q2
$280K Hold
1,670
0.03% 125
2017
Q1
$244K Hold
1,670
0.03% 143
2016
Q4
$223K Hold
1,670
0.02% 140
2016
Q3
$218K Hold
1,670
0.02% 135
2016
Q2
$214K Hold
1,670
0.02% 137
2016
Q1
$229K Hold
1,670
0.03% 127
2015
Q4
$244K Hold
1,670
0.03% 136
2015
Q3
$225K Hold
1,670
0.04% 126
2015
Q2
$271K Hold
1,670
0.04% 119
2015
Q1
$216K Buy
+1,670
New +$216K 0.03% 129