Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-113
Closed -$25K 276
2022
Q3
$25K Hold
113
0.01% 399
2022
Q2
$25K Hold
113
0.01% 386
2022
Q1
$29K Hold
113
0.01% 386
2021
Q4
$33K Sell
113
-21
-16% -$6.13K 0.01% 374
2021
Q3
$36K Hold
134
0.01% 363
2021
Q2
$32K Hold
134
0.01% 381
2021
Q1
$26K Hold
134
0.01% 407
2020
Q4
$26K Buy
134
+113
+538% +$21.9K 0.01% 382
2020
Q3
$4K Hold
21
﹤0.01% 562
2020
Q2
$3K Hold
21
﹤0.01% 565
2020
Q1
$2K Hold
21
﹤0.01% 551
2019
Q4
$2K Hold
21
﹤0.01% 586
2019
Q3
$2K Hold
21
﹤0.01% 597
2019
Q2
$2K Hold
21
﹤0.01% 592
2019
Q1
$2K Buy
+21
New +$2K ﹤0.01% 580
2015
Q3
Sell
-397
Closed -$22K 578
2015
Q2
$22K Buy
397
+1
+0.3% +$55 0.01% 308
2015
Q1
$23K Hold
396
0.01% 318
2014
Q4
$23K Sell
396
-1,092
-73% -$63.4K 0.01% 300
2014
Q3
$76K Hold
1,488
0.05% 167
2014
Q2
$79K Hold
1,488
0.09% 153
2014
Q1
$75K Sell
1,488
-1
-0.1% -$50 0.06% 144
2013
Q4
$77K Buy
1,489
+1,092
+275% +$56.5K 0.07% 142
2013
Q3
$18K Hold
397
0.02% 281
2013
Q2
$17K Buy
+397
New +$17K 0.03% 290