Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-52
Closed -$14K 398
2022
Q3
$14K Buy
+52
New +$14K ﹤0.01% 478
2021
Q2
Sell
-22
Closed -$6K 940
2021
Q1
$6K Sell
22
-6
-21% -$1.64K ﹤0.01% 558
2020
Q4
$7K Sell
28
-13
-32% -$3.25K ﹤0.01% 528
2020
Q3
$12K Hold
41
﹤0.01% 407
2020
Q2
$11K Sell
41
-10
-20% -$2.68K ﹤0.01% 421
2020
Q1
$16K Sell
51
-8
-14% -$2.51K ﹤0.01% 365
2019
Q4
$18K Sell
59
-16
-21% -$4.88K ﹤0.01% 388
2019
Q3
$17K Buy
75
+7
+10% +$1.59K ﹤0.01% 405
2019
Q2
$16K Sell
68
-5
-7% -$1.18K ﹤0.01% 389
2019
Q1
$17K Sell
73
-6
-8% -$1.4K ﹤0.01% 387
2018
Q4
$24K Sell
79
-28
-26% -$8.51K 0.01% 327
2018
Q3
$38K Buy
107
+7
+7% +$2.49K 0.01% 302
2018
Q2
$29K Sell
100
-41
-29% -$11.9K 0.01% 313
2018
Q1
$39K Sell
141
-527
-79% -$146K 0.01% 301
2017
Q4
$213K Sell
668
-3
-0.4% -$957 0.04% 174
2017
Q3
$210K Buy
671
+624
+1,328% +$195K 0.04% 172
2017
Q2
$13K Sell
47
-50
-52% -$13.8K ﹤0.01% 427
2017
Q1
$27K Buy
97
+47
+94% +$13.1K 0.01% 331
2016
Q4
$14K Hold
50
﹤0.01% 414
2016
Q3
$16K Sell
50
-7
-12% -$2.24K ﹤0.01% 412
2016
Q2
$14K Hold
57
﹤0.01% 409
2016
Q1
$15K Sell
57
-11
-16% -$2.9K ﹤0.01% 445
2015
Q4
$21K Buy
68
+26
+62% +$8.03K ﹤0.01% 374
2015
Q3
$12K Hold
42
﹤0.01% 463
2015
Q2
$17K Buy
42
+10
+31% +$4.05K ﹤0.01% 431
2015
Q1
$14K Buy
32
+9
+39% +$3.94K ﹤0.01% 443
2014
Q4
$8K Hold
23
﹤0.01% 534
2014
Q3
$8K Buy
+23
New +$8K ﹤0.01% 518
2014
Q2
Sell
-79
Closed -$24K 843
2014
Q1
$24K Buy
79
+33
+72% +$10K 0.01% 430
2013
Q4
$13K Hold
46
﹤0.01% 451
2013
Q3
$11K Sell
46
-4
-8% -$957 ﹤0.01% 577
2013
Q2
$11K Buy
+50
New +$11K ﹤0.01% 593