Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-840
Closed -$90K 576
2022
Q3
$90K Buy
840
+350
+71% +$37.5K ﹤0.01% 438
2022
Q2
$51K Sell
490
-53
-10% -$5.52K ﹤0.01% 508
2022
Q1
$81K Buy
543
+53
+11% +$7.91K ﹤0.01% 481
2021
Q4
$56K Hold
490
﹤0.01% 539
2021
Q3
$48K Buy
490
+40
+9% +$3.92K ﹤0.01% 530
2021
Q2
$43K Hold
450
﹤0.01% 506
2021
Q1
$36K Hold
450
﹤0.01% 528
2020
Q4
$24K Hold
450
﹤0.01% 558
2020
Q3
$20K Sell
450
-265
-37% -$11.8K ﹤0.01% 560
2020
Q2
$30K Hold
715
﹤0.01% 534
2020
Q1
$26K Sell
715
-677
-49% -$24.6K ﹤0.01% 561
2019
Q4
$78K Sell
1,392
-87
-6% -$4.88K ﹤0.01% 486
2019
Q3
$75K Sell
1,479
-250
-14% -$12.7K ﹤0.01% 485
2019
Q2
$95K Hold
1,729
﹤0.01% 460
2019
Q1
$101K Buy
1,729
+577
+50% +$33.7K ﹤0.01% 435
2018
Q4
$60K Hold
1,152
﹤0.01% 467
2018
Q3
$73K Buy
1,152
+250
+28% +$15.8K ﹤0.01% 466
2018
Q2
$56K Hold
902
﹤0.01% 516
2018
Q1
$55K Hold
902
﹤0.01% 505
2017
Q4
$57K Hold
902
﹤0.01% 557
2017
Q3
$51K Hold
902
﹤0.01% 568
2017
Q2
$52K Sell
902
-13
-1% -$749 ﹤0.01% 563
2017
Q1
$55K Sell
915
-76
-8% -$4.57K ﹤0.01% 559
2016
Q4
$59K Buy
991
+76
+8% +$4.53K ﹤0.01% 553
2016
Q3
$45K Sell
915
-220
-19% -$10.8K ﹤0.01% 597
2016
Q2
$56K Sell
1,135
-316
-22% -$15.6K ﹤0.01% 543
2016
Q1
$69K Buy
1,451
+285
+24% +$13.6K ﹤0.01% 545
2015
Q4
$47K Buy
1,166
+51
+5% +$2.06K ﹤0.01% 585
2015
Q3
$42K Buy
1,115
+200
+22% +$7.53K ﹤0.01% 627
2015
Q2
$40K Hold
915
﹤0.01% 652
2015
Q1
$43K Buy
915
+200
+28% +$9.4K ﹤0.01% 688
2014
Q4
$35K Sell
715
-235
-25% -$11.5K ﹤0.01% 730
2014
Q3
$52K Hold
950
﹤0.01% 663
2014
Q2
$47K Sell
950
-250
-21% -$12.4K ﹤0.01% 690
2014
Q1
$61K Sell
1,200
-250
-17% -$12.7K ﹤0.01% 629
2013
Q4
$77K Sell
1,450
-71
-5% -$3.77K ﹤0.01% 612
2013
Q3
$75K Sell
1,521
-329
-18% -$16.2K ﹤0.01% 650
2013
Q2
$80K Buy
+1,850
New +$80K ﹤0.01% 1075