Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,438
Closed -$52.6K 185
2022
Q1
$52.6K Hold
1,438
0.02% 153
2021
Q4
$54.5K Sell
1,438
-204
-12% -$7.74K 0.02% 161
2021
Q3
$45.2K Hold
1,642
0.02% 176
2021
Q2
$49.9K Buy
+1,642
New +$49.9K 0.02% 169
2020
Q4
$40.7K Hold
1,642
0.02% 174
2020
Q3
$31.5K Hold
1,642
0.02% 186
2020
Q2
$28.9K Hold
1,642
0.02% 195
2020
Q1
$28.5K Buy
+1,642
New +$28.5K 0.02% 166
2019
Q4
Sell
-1,697
Closed -$32.1K 285
2019
Q3
$32.1K Hold
1,697
0.02% 191
2019
Q2
$35.3K Hold
1,697
0.02% 180
2019
Q1
$33K Hold
1,697
0.02% 194
2018
Q4
$34.7K Sell
1,697
-12
-0.7% -$246 0.03% 128
2018
Q3
$44K Buy
1,709
+1,223
+252% +$31.5K 0.03% 119
2018
Q2
$11K Hold
486
0.01% 220
2018
Q1
$10.7K Sell
486
-486
-50% -$10.7K 0.01% 235
2017
Q4
$20.4K Buy
972
+24
+3% +$504 0.02% 204
2017
Q3
$18.9K Hold
948
0.02% 221
2017
Q2
$16.6K Hold
948
0.01% 257
2017
Q1
$17K Sell
948
-1,472
-61% -$26.3K 0.01% 227
2016
Q4
$35.9K Buy
2,420
+838
+53% +$12.4K 0.03% 142
2016
Q3
$24.6K Buy
+1,582
New +$24.6K 0.02% 156
2016
Q2
Sell
-862
Closed -$10.6K 267
2016
Q1
$10.6K Buy
+862
New +$10.6K 0.01% 248