Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-443
Closed -$12K 353
2022
Q3
$12K Buy
443
+2
+0.5% +$54 ﹤0.01% 499
2022
Q2
$12K Buy
441
+2
+0.5% +$54 ﹤0.01% 491
2022
Q1
$16K Hold
439
﹤0.01% 475
2021
Q4
$18K Hold
439
0.01% 455
2021
Q3
$16K Hold
439
﹤0.01% 475
2021
Q2
$16K Hold
439
﹤0.01% 474
2021
Q1
$13K Hold
439
﹤0.01% 499
2020
Q4
$12K Hold
439
﹤0.01% 491
2020
Q3
$8K Hold
439
﹤0.01% 492
2020
Q2
$6K Hold
439
﹤0.01% 496
2020
Q1
$5K Sell
439
-233
-35% -$2.65K ﹤0.01% 472
2019
Q4
$20K Hold
672
0.01% 353
2019
Q3
$23K Hold
672
0.01% 331
2019
Q2
$25K Hold
672
0.01% 315
2019
Q1
$24K Sell
672
-400
-37% -$14.3K 0.01% 310
2018
Q4
$32K Hold
1,072
0.01% 274
2018
Q3
$32K Hold
1,072
0.01% 294
2018
Q2
$30K Hold
1,072
0.01% 287
2018
Q1
$30K Hold
1,072
0.01% 300
2017
Q4
$34K Hold
1,072
0.01% 284
2017
Q3
$33K Hold
1,072
0.02% 293
2017
Q2
$32K Hold
1,072
0.02% 284
2017
Q1
$28K Hold
1,072
0.02% 286
2016
Q4
$27K Hold
1,072
0.02% 289
2016
Q3
$29K Hold
1,072
0.02% 288
2016
Q2
$31K Hold
1,072
0.02% 287
2016
Q1
$32K Hold
1,072
0.02% 280
2015
Q4
$30K Hold
1,072
0.01% 267
2015
Q3
$32K Hold
1,072
0.02% 259
2015
Q2
$35K Hold
1,072
0.02% 257
2015
Q1
$32K Hold
1,072
0.01% 278
2014
Q4
$30K Hold
1,072
0.01% 264
2014
Q3
$29K Hold
1,072
0.02% 279
2014
Q2
$32K Hold
1,072
0.04% 272
2014
Q1
$27K Hold
1,072
0.02% 273
2013
Q4
$29K Hold
1,072
0.02% 267
2013
Q3
$25K Hold
1,072
0.02% 239
2013
Q2
$22K Buy
+1,072
New +$22K 0.03% 251