Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,372
Closed -$59K 1555
2021
Q4
$59K Buy
1,372
+35
+3% +$1.51K ﹤0.01% 1505
2021
Q3
$70K Sell
1,337
-18
-1% -$942 ﹤0.01% 1493
2021
Q2
$62K Sell
1,355
-52
-4% -$2.38K ﹤0.01% 1509
2021
Q1
$62K Sell
1,407
-113
-7% -$4.98K ﹤0.01% 1473
2020
Q4
$57K Sell
1,520
-86
-5% -$3.23K ﹤0.01% 1596
2020
Q3
$51K Sell
1,606
-197
-11% -$6.26K ﹤0.01% 1517
2020
Q2
$82K Buy
1,803
+7
+0.4% +$318 ﹤0.01% 1464
2020
Q1
$68K Sell
1,796
-431
-19% -$16.3K ﹤0.01% 1452
2019
Q4
$141K Buy
2,227
+846
+61% +$53.6K ﹤0.01% 1299
2019
Q3
$83K Buy
1,381
+347
+34% +$20.9K ﹤0.01% 1507
2019
Q2
$72K Buy
+1,034
New +$72K ﹤0.01% 1514
2015
Q3
Sell
-1,048
Closed -$130K 1924
2015
Q2
$130K Buy
1,048
+196
+23% +$24.3K ﹤0.01% 1847
2015
Q1
$112K Hold
852
﹤0.01% 1836
2014
Q4
$89K Buy
+852
New +$89K ﹤0.01% 1875