Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-134
Closed -$10K 363
2022
Q3
$10K Buy
134
+45
+51% +$3.36K ﹤0.01% 531
2022
Q2
$8K Buy
89
+32
+56% +$2.88K ﹤0.01% 563
2022
Q1
$7K Hold
57
﹤0.01% 570
2021
Q4
$9K Hold
57
﹤0.01% 552
2021
Q3
$8K Hold
57
﹤0.01% 538
2021
Q2
$9K Sell
57
-12
-17% -$1.9K ﹤0.01% 500
2021
Q1
$10K Sell
69
-19
-22% -$2.75K ﹤0.01% 481
2020
Q4
$11K Hold
88
﹤0.01% 470
2020
Q3
$8K Hold
88
﹤0.01% 469
2020
Q2
$7K Hold
88
﹤0.01% 469
2020
Q1
$4K Buy
88
+31
+54% +$1.41K ﹤0.01% 524
2019
Q4
$5K Hold
57
﹤0.01% 545
2019
Q3
$5K Hold
57
﹤0.01% 543
2019
Q2
$5K Sell
57
-8
-12% -$702 ﹤0.01% 523
2019
Q1
$5K Buy
65
+3
+5% +$231 ﹤0.01% 530
2018
Q4
$4K Sell
62
-16
-21% -$1.03K ﹤0.01% 560
2018
Q3
$7K Buy
78
+9
+13% +$808 ﹤0.01% 558
2018
Q2
$6K Buy
69
+22
+47% +$1.91K ﹤0.01% 519
2018
Q1
$4K Hold
47
﹤0.01% 639
2017
Q4
$4K Hold
47
﹤0.01% 584
2017
Q3
$5K Sell
47
-19
-29% -$2.02K ﹤0.01% 566
2017
Q2
$6K Hold
66
﹤0.01% 579
2017
Q1
$5K Hold
66
﹤0.01% 649
2016
Q4
$4K Buy
+66
New +$4K ﹤0.01% 705