Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,137
Closed -$48K 535
2022
Q3
$48K Buy
1,137
+4
+0.4% +$169 0.02% 313
2022
Q2
$52K Buy
1,133
+4
+0.4% +$184 0.02% 299
2022
Q1
$59K Buy
1,129
+4
+0.4% +$209 0.02% 301
2021
Q4
$64K Hold
1,125
0.02% 299
2021
Q3
$54K Hold
1,125
0.02% 308
2021
Q2
$52K Sell
1,125
-492
-30% -$22.7K 0.02% 312
2021
Q1
$61K Buy
+1,617
New +$61K 0.02% 288
2020
Q2
Sell
-250
Closed -$2K 761
2020
Q1
$2K Hold
250
﹤0.01% 574
2019
Q4
$4K Sell
250
-101
-29% -$1.62K ﹤0.01% 526
2019
Q3
$6K Buy
351
+251
+251% +$4.29K ﹤0.01% 474
2019
Q2
$2K Sell
100
-79
-44% -$1.58K ﹤0.01% 611
2019
Q1
$4K Hold
179
﹤0.01% 522
2018
Q4
$3K Hold
179
﹤0.01% 524
2018
Q3
$4K Hold
179
﹤0.01% 544
2018
Q2
$5K Hold
179
﹤0.01% 497
2018
Q1
$5K Hold
179
﹤0.01% 498
2017
Q4
$6K Hold
179
﹤0.01% 466
2017
Q3
$6K Hold
179
﹤0.01% 470
2017
Q2
$5K Hold
179
﹤0.01% 461
2017
Q1
$5K Hold
179
﹤0.01% 448
2016
Q4
$4K Hold
179
﹤0.01% 462
2016
Q3
$3K Hold
179
﹤0.01% 492
2016
Q2
$4K Hold
179
﹤0.01% 487
2016
Q1
$3K Hold
179
﹤0.01% 505
2015
Q4
$3K Buy
+179
New +$3K ﹤0.01% 479