Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-731
Closed -$10K 819
2021
Q4
$10K Sell
731
-109
-13% -$1.49K ﹤0.01% 755
2021
Q3
$12K Buy
+840
New +$12K ﹤0.01% 723
2021
Q1
Sell
-517
Closed -$5K 745
2020
Q4
$5K Buy
+517
New +$5K ﹤0.01% 646
2018
Q3
Sell
-5,000
Closed -$72K 779
2018
Q2
$72K Buy
+5,000
New +$72K ﹤0.01% 484
2014
Q3
Sell
-140
Closed -$2K 1315
2014
Q2
$2K Hold
140
﹤0.01% 1093
2014
Q1
$2K Buy
+140
New +$2K ﹤0.01% 1057
2013
Q4
Sell
-2,481
Closed -$28K 1139
2013
Q3
$28K Sell
2,481
-2,226
-47% -$25.1K ﹤0.01% 812
2013
Q2
$43K Buy
+4,707
New +$43K ﹤0.01% 1177