Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-348
Closed -$20K 374
2022
Q1
$20K Sell
348
-79
-19% -$4.54K ﹤0.01% 281
2021
Q4
$28K Buy
427
+9
+2% +$590 ﹤0.01% 302
2021
Q3
$29K Sell
418
-13
-3% -$902 0.01% 315
2021
Q2
$30K Hold
431
0.01% 313
2021
Q1
$26K Hold
431
0.01% 279
2020
Q4
$22K Sell
431
-20
-4% -$1.02K ﹤0.01% 288
2020
Q3
$23K Buy
451
+89
+25% +$4.54K 0.01% 261
2020
Q2
$19K Sell
362
-384
-51% -$20.2K ﹤0.01% 280
2020
Q1
$22K Buy
746
+334
+81% +$9.85K 0.01% 235
2019
Q4
$15K Buy
412
+26
+7% +$947 ﹤0.01% 309
2019
Q3
$15K Hold
386
﹤0.01% 275
2019
Q2
$15K Buy
386
+11
+3% +$427 ﹤0.01% 273
2019
Q1
$14K Hold
375
0.01% 270
2018
Q4
$11K Sell
375
-28
-7% -$821 ﹤0.01% 283
2018
Q3
$13K Hold
403
﹤0.01% 286
2018
Q2
$15K Hold
403
0.01% 259
2018
Q1
$16K Hold
403
0.01% 267
2017
Q4
$15K Hold
403
0.01% 270
2017
Q3
$15K Buy
403
+43
+12% +$1.6K 0.01% 259
2017
Q2
$13K Hold
360
0.01% 258
2017
Q1
$12K Hold
360
0.01% 265
2016
Q4
$11K Hold
360
0.01% 243
2016
Q3
$12K Hold
360
0.01% 227
2016
Q2
$8K Buy
360
+34
+10% +$756 0.01% 264
2016
Q1
$8K Sell
326
-105
-24% -$2.58K 0.01% 270
2015
Q4
$12K Sell
431
-6
-1% -$167 0.01% 207
2015
Q3
$11K Sell
437
-554
-56% -$13.9K 0.01% 219
2015
Q2
$25K Hold
991
0.02% 134
2015
Q1
$24K Sell
991
-5
-0.5% -$121 0.02% 138
2014
Q4
$24K Buy
996
+46
+5% +$1.11K 0.02% 145
2014
Q3
$23K Buy
950
+88
+10% +$2.13K 0.02% 149
2014
Q2
$18K Hold
862
0.02% 167
2014
Q1
$20K Hold
862
0.02% 175
2013
Q4
$20K Buy
+862
New +$20K 0.02% 205