Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,581
Closed -$46.5K 104
2022
Q1
$46.5K Hold
1,581
0.02% 158
2021
Q4
$42.1K Hold
1,581
0.02% 174
2021
Q3
$43.2K Hold
1,581
0.02% 177
2021
Q2
$41.8K Buy
+1,581
New +$41.8K 0.02% 183
2020
Q4
$32.4K Hold
1,581
0.02% 188
2020
Q3
$27.6K Hold
1,581
0.01% 198
2020
Q2
$36.9K Hold
1,581
0.02% 173
2020
Q1
$38.6K Hold
1,581
0.03% 153
2019
Q4
$59.7K Sell
1,581
-200
-11% -$7.55K 0.03% 155
2019
Q3
$67.7K Sell
1,781
-30
-2% -$1.14K 0.04% 145
2019
Q2
$74.3K Hold
1,811
0.04% 136
2019
Q1
$77.9K Sell
1,811
-27
-1% -$1.16K 0.05% 134
2018
Q4
$67.5K Sell
1,838
-27
-1% -$992 0.07% 93
2018
Q3
$82.1K Sell
1,865
-27
-1% -$1.19K 0.06% 88
2018
Q2
$81.3K Buy
1,892
+937
+98% +$40.3K 0.06% 87
2018
Q1
$36K Buy
955
+17
+2% +$640 0.03% 151
2017
Q4
$36.1K Sell
938
-15
-2% -$577 0.03% 160
2017
Q3
$33K Sell
953
-2,363
-71% -$81.9K 0.03% 176
2017
Q2
$102K Buy
3,316
+174
+6% +$5.35K 0.09% 71
2017
Q1
$94.6K Buy
3,142
+118
+4% +$3.55K 0.08% 77
2016
Q4
$96.9K Sell
3,024
-91
-3% -$2.91K 0.08% 82
2016
Q3
$92.2K Buy
3,115
+376
+14% +$11.1K 0.07% 82
2016
Q2
$81.9K Buy
2,739
+184
+7% +$5.5K 0.04% 96
2016
Q1
$64.9K Buy
+2,555
New +$64.9K 0.05% 112