Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-14
Closed -$1K 678
2022
Q3
$1K Hold
14
﹤0.01% 728
2022
Q2
$2K Hold
14
﹤0.01% 687
2022
Q1
$2K Hold
14
﹤0.01% 694
2021
Q4
$2K Buy
+14
New +$2K ﹤0.01% 703
2018
Q2
Sell
-454
Closed -$59K 711
2018
Q1
$59K Hold
454
0.02% 218
2017
Q4
$57K Hold
454
0.02% 224
2017
Q3
$54K Hold
454
0.03% 224
2017
Q2
$47K Hold
454
0.02% 235
2017
Q1
$49K Hold
454
0.03% 223
2016
Q4
$53K Hold
454
0.03% 207
2016
Q3
$52K Sell
454
-25
-5% -$2.86K 0.03% 219
2016
Q2
$47K Buy
479
+8
+2% +$785 0.03% 237
2016
Q1
$50K Hold
471
0.03% 223
2015
Q4
$58K Buy
471
+5
+1% +$616 0.03% 196
2015
Q3
$54K Buy
466
+6
+1% +$695 0.03% 196
2015
Q2
$61K Hold
460
0.03% 187
2015
Q1
$64K Hold
460
0.03% 187
2014
Q4
$58K Buy
460
+3
+0.7% +$378 0.03% 191
2014
Q3
$54K Buy
457
+6
+1% +$709 0.03% 196
2014
Q2
$54K Hold
451
0.06% 199
2014
Q1
$51K Hold
451
0.04% 189
2013
Q4
$55K Buy
451
+4
+0.9% +$488 0.05% 181
2013
Q3
$57K Hold
447
0.06% 150
2013
Q2
$54K Buy
+447
New +$54K 0.08% 153