Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-497
Closed -$56K 751
2022
Q1
$56K Sell
497
-212
-30% -$23.9K ﹤0.01% 522
2021
Q4
$90K Buy
709
+331
+88% +$42K ﹤0.01% 467
2021
Q3
$44K Buy
+378
New +$44K ﹤0.01% 538
2018
Q3
Sell
-172
Closed -$13K 761
2018
Q2
$13K Hold
172
﹤0.01% 729
2018
Q1
$13K Sell
172
-51
-23% -$3.86K ﹤0.01% 729
2017
Q4
$18K Buy
223
+10
+5% +$807 ﹤0.01% 753
2017
Q3
$15K Buy
213
+5
+2% +$352 ﹤0.01% 789
2017
Q2
$14K Hold
208
﹤0.01% 773
2017
Q1
$13K Buy
208
+38
+22% +$2.38K ﹤0.01% 794
2016
Q4
$12K Buy
170
+13
+8% +$918 ﹤0.01% 802
2016
Q3
$9K Hold
157
﹤0.01% 865
2016
Q2
$8K Buy
157
+92
+142% +$4.69K ﹤0.01% 905
2016
Q1
$3K Buy
+65
New +$3K ﹤0.01% 1043
2015
Q4
Sell
-42
Closed -$2K 1094
2015
Q3
$2K Hold
42
﹤0.01% 1099
2015
Q2
$2K Buy
+42
New +$2K ﹤0.01% 1077
2013
Q3
Sell
-5,200
Closed -$211K 1250
2013
Q2
$211K Buy
+5,200
New +$211K ﹤0.01% 877