Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-67
Closed -$7K 360
2022
Q3
$7K Buy
+67
New +$7K ﹤0.01% 222
2019
Q1
Sell
-245
Closed -$13K 285
2018
Q4
$13K Sell
245
-72
-23% -$3.82K 0.01% 121
2018
Q3
$20K Buy
317
+72
+29% +$4.54K 0.01% 113
2018
Q2
$15K Hold
245
0.01% 119
2018
Q1
$15K Hold
245
0.01% 127
2017
Q4
$16K Hold
245
0.01% 127
2017
Q3
$14K Hold
245
0.01% 134
2017
Q2
$14K Hold
245
0.01% 116
2017
Q1
$15K Hold
245
0.01% 114
2016
Q4
$15K Hold
245
0.01% 115
2016
Q3
$12K Hold
245
0.01% 133
2016
Q2
$12K Hold
245
0.01% 127
2016
Q1
$12K Hold
245
0.01% 120
2015
Q4
$10K Hold
245
0.01% 129
2015
Q3
$9K Hold
245
0.01% 133
2015
Q2
$11K Hold
245
0.01% 135
2015
Q1
$12K Hold
245
0.01% 126
2014
Q4
$12K Buy
+245
New +$12K 0.01% 119