Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-663
Closed -$40K 475
2022
Q3
$40K Buy
663
+12
+2% +$724 0.01% 338
2022
Q2
$40K Buy
651
+379
+139% +$23.3K 0.01% 332
2022
Q1
$19K Hold
272
0.01% 452
2021
Q4
$16K Hold
272
﹤0.01% 480
2021
Q3
$16K Hold
272
﹤0.01% 476
2021
Q2
$16K Hold
272
﹤0.01% 476
2021
Q1
$16K Hold
272
0.01% 471
2020
Q4
$12K Hold
272
﹤0.01% 493
2020
Q3
$10K Hold
272
﹤0.01% 462
2020
Q2
$9K Hold
272
﹤0.01% 457
2020
Q1
$8K Buy
272
+171
+169% +$5.03K ﹤0.01% 427
2019
Q4
$5K Hold
101
﹤0.01% 499
2019
Q3
$4K Hold
101
﹤0.01% 531
2019
Q2
$5K Hold
101
﹤0.01% 503
2019
Q1
$4K Hold
101
﹤0.01% 521
2018
Q4
$4K Hold
101
﹤0.01% 496
2018
Q3
$4K Hold
101
﹤0.01% 543
2018
Q2
$4K Hold
101
﹤0.01% 524
2018
Q1
$4K Hold
101
﹤0.01% 528
2017
Q4
$5K Hold
101
﹤0.01% 484
2017
Q3
$5K Sell
101
-12
-11% -$594 ﹤0.01% 488
2017
Q2
$5K Hold
113
﹤0.01% 459
2017
Q1
$5K Hold
113
﹤0.01% 445
2016
Q4
$5K Hold
113
﹤0.01% 437
2016
Q3
$4K Hold
113
﹤0.01% 474
2016
Q2
$4K Hold
113
﹤0.01% 483
2016
Q1
$4K Hold
113
﹤0.01% 487
2015
Q4
$4K Hold
113
﹤0.01% 456
2015
Q3
$4K Sell
113
-153
-58% -$5.42K ﹤0.01% 478
2015
Q2
$13K Hold
266
0.01% 370
2015
Q1
$12K Buy
266
+113
+74% +$5.1K 0.01% 407
2014
Q4
$7K Sell
153
-103
-40% -$4.71K ﹤0.01% 408
2014
Q3
$12K Hold
256
0.01% 373
2014
Q2
$13K Hold
256
0.01% 374
2014
Q1
$12K Hold
256
0.01% 359
2013
Q4
$12K Buy
256
+103
+67% +$4.83K 0.01% 366
2013
Q3
$6K Hold
153
0.01% 387
2013
Q2
$6K Buy
+153
New +$6K 0.01% 386