Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-60
Closed -$6K 298
2022
Q3
$6K Buy
+60
New +$6K ﹤0.01% 738
2021
Q3
Sell
-36
Closed -$4K 848
2021
Q2
$4K Buy
+36
New +$4K ﹤0.01% 642
2021
Q1
Sell
-13
Closed -$1K 731
2020
Q4
$1K Buy
+13
New +$1K ﹤0.01% 725
2018
Q1
Sell
-464
Closed -$38K 901
2017
Q4
$38K Buy
+464
New +$38K ﹤0.01% 609
2017
Q3
Sell
-2,537
Closed -$161K 1162
2017
Q2
$161K Hold
2,537
0.01% 451
2017
Q1
$153K Sell
2,537
-230
-8% -$13.9K 0.01% 465
2016
Q4
$136K Hold
2,767
﹤0.01% 472
2016
Q3
$116K Hold
2,767
﹤0.01% 505
2016
Q2
$111K Hold
2,767
﹤0.01% 482
2016
Q1
$97K Hold
2,767
﹤0.01% 512
2015
Q4
$94K Hold
2,767
﹤0.01% 514
2015
Q3
$81K Hold
2,767
﹤0.01% 544
2015
Q2
$126K Hold
2,767
﹤0.01% 508
2015
Q1
$137K Hold
2,767
﹤0.01% 515
2014
Q4
$137K Hold
2,767
﹤0.01% 530
2014
Q3
$137K Hold
2,767
﹤0.01% 539
2014
Q2
$171K Buy
2,767
+2,536
+1,098% +$157K 0.01% 503
2014
Q1
$15K Hold
231
﹤0.01% 854
2013
Q4
$15K Hold
231
﹤0.01% 876
2013
Q3
$14K Hold
231
﹤0.01% 951
2013
Q2
$12K Buy
+231
New +$12K ﹤0.01% 1380