Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-18
Closed -$1K 672
2022
Q3
$1K Hold
18
﹤0.01% 865
2022
Q2
$2K Hold
18
﹤0.01% 720
2022
Q1
$2K Sell
18
-25
-58% -$2.78K ﹤0.01% 793
2021
Q4
$6K Sell
43
-35
-45% -$4.88K ﹤0.01% 786
2021
Q3
$11K Buy
+78
New +$11K ﹤0.01% 737
2020
Q1
Sell
-373
Closed -$50K 758
2019
Q4
$50K Hold
373
﹤0.01% 543
2019
Q3
$44K Hold
373
﹤0.01% 550
2019
Q2
$51K Hold
373
﹤0.01% 523
2019
Q1
$43K Buy
373
+331
+788% +$38.2K ﹤0.01% 528
2018
Q4
$4K Hold
42
﹤0.01% 679
2018
Q3
$5K Hold
42
﹤0.01% 700
2018
Q2
$5K Hold
42
﹤0.01% 827
2018
Q1
$4K Sell
42
-500
-92% -$47.6K ﹤0.01% 829
2017
Q4
$61K Sell
542
-158
-23% -$17.8K ﹤0.01% 544
2017
Q3
$77K Hold
700
﹤0.01% 514
2017
Q2
$73K Hold
700
﹤0.01% 513
2017
Q1
$69K Hold
700
﹤0.01% 532
2016
Q4
$61K Hold
700
﹤0.01% 552
2016
Q3
$64K Sell
700
-92
-12% -$8.41K ﹤0.01% 557
2016
Q2
$59K Sell
792
-115
-13% -$8.57K ﹤0.01% 535
2016
Q1
$73K Buy
907
+115
+15% +$9.26K ﹤0.01% 540
2015
Q4
$63K Hold
792
﹤0.01% 554
2015
Q3
$51K Buy
792
+42
+6% +$2.71K ﹤0.01% 600
2015
Q2
$53K Sell
750
-9
-1% -$636 ﹤0.01% 613
2015
Q1
$55K Buy
759
+9
+1% +$652 ﹤0.01% 649
2014
Q4
$52K Sell
750
-90
-11% -$6.24K ﹤0.01% 663
2014
Q3
$61K Hold
840
﹤0.01% 639
2014
Q2
$65K Hold
840
﹤0.01% 624
2014
Q1
$68K Sell
840
-165
-16% -$13.4K ﹤0.01% 622
2013
Q4
$88K Buy
1,005
+50
+5% +$4.38K ﹤0.01% 602
2013
Q3
$71K Sell
955
-49,910
-98% -$3.71M ﹤0.01% 655
2013
Q2
$3.71M Buy
+50,865
New +$3.71M 0.07% 247