Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-83
Closed -$3K 827
2022
Q2
$3K Hold
83
﹤0.01% 660
2022
Q1
$4K Sell
83
-15
-15% -$723 ﹤0.01% 643
2021
Q4
$7K Sell
98
-167
-63% -$11.9K ﹤0.01% 580
2021
Q3
$17K Hold
265
0.01% 472
2021
Q2
$21K Hold
265
0.01% 441
2021
Q1
$21K Hold
265
0.01% 440
2020
Q4
$22K Sell
265
-16
-6% -$1.33K 0.01% 421
2020
Q3
$19K Buy
281
+250
+806% +$16.9K 0.01% 390
2020
Q2
$1K Buy
+31
New +$1K ﹤0.01% 709
2017
Q2
Sell
-110
Closed -$5K 633
2017
Q1
$5K Hold
110
﹤0.01% 452
2016
Q4
$5K Buy
110
+1
+0.9% +$45 ﹤0.01% 442
2016
Q3
$5K Hold
109
﹤0.01% 462
2016
Q2
$6K Buy
109
+1
+0.9% +$55 ﹤0.01% 453
2016
Q1
$6K Buy
108
+1
+0.9% +$56 ﹤0.01% 453
2015
Q4
$6K Hold
107
﹤0.01% 428
2015
Q3
$6K Buy
107
+1
+0.9% +$56 ﹤0.01% 455
2015
Q2
$7K Hold
106
﹤0.01% 450
2015
Q1
$8K Hold
106
﹤0.01% 454
2014
Q4
$7K Hold
106
﹤0.01% 414
2014
Q3
$7K Sell
106
-956
-90% -$63.1K ﹤0.01% 424
2014
Q2
$63K Hold
1,062
0.07% 179
2014
Q1
$62K Buy
1,062
+106
+11% +$6.19K 0.05% 169
2013
Q4
$56K Buy
+956
New +$56K 0.05% 179