Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$11K Sell
197
-147
-43% -$8.21K ﹤0.01% 486
2022
Q1
$24K Sell
344
-60
-15% -$4.19K ﹤0.01% 433
2021
Q4
$32K Sell
404
-1,201
-75% -$95.1K ﹤0.01% 404
2021
Q3
$127K Buy
1,605
+29
+2% +$2.29K 0.01% 371
2021
Q2
$124K Hold
1,576
0.01% 393
2021
Q1
$119K Hold
1,576
0.01% 376
2020
Q4
$104K Hold
1,576
0.01% 380
2020
Q3
$85.1K Hold
1,576
0.01% 375
2020
Q2
$75.7K Hold
1,576
0.01% 366
2020
Q1
$53.7K Sell
1,576
-11
-0.7% -$375 0.01% 375
2019
Q4
$99.4K Hold
1,587
0.01% 344
2019
Q3
$79.4K Hold
1,587
0.01% 369
2019
Q2
$76.6K Hold
1,587
0.01% 387
2019
Q1
$81.1K Hold
1,587
0.01% 366
2018
Q4
$57.1K Hold
1,587
0.01% 411
2018
Q3
$98.5K Hold
1,587
0.01% 349
2018
Q2
$83.7K Hold
1,587
0.01% 377
2018
Q1
$87.2K Sell
1,587
-62
-4% -$3.41K 0.01% 368
2017
Q4
$112K Sell
1,649
-115
-7% -$7.84K 0.01% 334
2017
Q3
$126K Buy
+1,764
New +$126K 0.02% 316