Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-123
Closed -$3K 902
2022
Q3
$3K Hold
123
﹤0.01% 801
2022
Q2
$3K Hold
123
﹤0.01% 715
2022
Q1
$4K Buy
+123
New +$4K ﹤0.01% 779
2019
Q4
Sell
-795
Closed -$16K 832
2019
Q3
$16K Buy
+795
New +$16K ﹤0.01% 671
2018
Q4
Sell
-170
Closed -$4K 803
2018
Q3
$4K Hold
170
﹤0.01% 709
2018
Q2
$4K Hold
170
﹤0.01% 832
2018
Q1
$4K Hold
170
﹤0.01% 831
2017
Q4
$5K Hold
170
﹤0.01% 903
2017
Q3
$4K Hold
170
﹤0.01% 973
2017
Q2
$4K Hold
170
﹤0.01% 964
2017
Q1
$4K Hold
170
﹤0.01% 968
2016
Q4
$4K Sell
170
-500
-75% -$11.8K ﹤0.01% 959
2016
Q3
$15K Hold
670
﹤0.01% 775
2016
Q2
$13K Sell
670
-1,000
-60% -$19.4K ﹤0.01% 794
2016
Q1
$32K Buy
1,670
+500
+43% +$9.58K ﹤0.01% 630
2015
Q4
$21K Hold
1,170
﹤0.01% 702
2015
Q3
$21K Buy
1,170
+170
+17% +$3.05K ﹤0.01% 728
2015
Q2
$21K Hold
1,000
﹤0.01% 749
2015
Q1
$21K Sell
1,000
-205
-17% -$4.31K ﹤0.01% 807
2014
Q4
$25K Hold
1,205
﹤0.01% 786
2014
Q3
$27K Hold
1,205
﹤0.01% 774
2014
Q2
$28K Hold
1,205
﹤0.01% 785
2014
Q1
$31K Hold
1,205
﹤0.01% 753
2013
Q4
$32K Hold
1,205
﹤0.01% 755
2013
Q3
$28K Sell
1,205
-450
-27% -$10.5K ﹤0.01% 816
2013
Q2
$36K Buy
+1,655
New +$36K ﹤0.01% 1202