Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-296
Closed -$77K 116
2022
Q3
$77K Hold
296
﹤0.01% 452
2022
Q2
$83K Hold
296
﹤0.01% 449
2022
Q1
$89K Hold
296
﹤0.01% 460
2021
Q4
$80K Buy
+296
New +$80K ﹤0.01% 481
2018
Q4
Sell
-508
Closed -$94K 728
2018
Q3
$94K Hold
508
﹤0.01% 446
2018
Q2
$86K Hold
508
﹤0.01% 461
2018
Q1
$77K Sell
508
-162
-24% -$24.6K ﹤0.01% 475
2017
Q4
$89K Sell
670
-10
-1% -$1.33K ﹤0.01% 496
2017
Q3
$95K Buy
680
+15
+2% +$2.1K ﹤0.01% 494
2017
Q2
$83K Hold
665
﹤0.01% 503
2017
Q1
$78K Buy
665
+120
+22% +$14.1K ﹤0.01% 519
2016
Q4
$68K Buy
545
+57
+12% +$7.11K ﹤0.01% 534
2016
Q3
$49K Hold
488
﹤0.01% 579
2016
Q2
$44K Buy
488
+288
+144% +$26K ﹤0.01% 572
2016
Q1
$21K Buy
+200
New +$21K ﹤0.01% 698
2015
Q4
Sell
-193
Closed -$14K 1068
2015
Q3
$14K Hold
193
﹤0.01% 799
2015
Q2
$16K Buy
+193
New +$16K ﹤0.01% 794
2014
Q3
Sell
-51
Closed -$4K 1301
2014
Q2
$4K Hold
51
﹤0.01% 1034
2014
Q1
$4K Buy
+51
New +$4K ﹤0.01% 986