Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-4
Closed -$1K 555
2022
Q3
$1K Buy
+4
New +$1K ﹤0.01% 854
2020
Q1
Sell
-152
Closed -$25K 747
2019
Q4
$25K Hold
152
﹤0.01% 612
2019
Q3
$22K Hold
152
﹤0.01% 637
2019
Q2
$21K Hold
152
﹤0.01% 639
2019
Q1
$20K Buy
+152
New +$20K ﹤0.01% 657
2016
Q1
Sell
-140
Closed -$9K 1215
2015
Q4
$9K Hold
140
﹤0.01% 850
2015
Q3
$9K Buy
+140
New +$9K ﹤0.01% 881
2015
Q1
Sell
-335
Closed -$26K 1211
2014
Q4
$26K Hold
335
﹤0.01% 775
2014
Q3
$25K Hold
335
﹤0.01% 785
2014
Q2
$27K Hold
335
﹤0.01% 790
2014
Q1
$24K Hold
335
﹤0.01% 793
2013
Q4
$25K Sell
335
-240
-42% -$17.9K ﹤0.01% 798
2013
Q3
$42K Buy
+575
New +$42K ﹤0.01% 741